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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,820 | $127,273-94.6% | $109,895-93.8% | $167,518-95.9% |
| Participation rate | 72.7% | 77.9%-5.2pp | 74.2%-1.5pp | 82.1%-9.4pp |
| Annual return | 15.90% | 22.97%-7.1pp | 29.46%-13.6pp | 478.71%-462.8pp |
| Employer contribution / active EE | $1,116 | $3,324-66.4% | $2,843-60.7% | $4,838-76.9% |
| Participant deferral / active EE | $2,033 | $4,515-55.0% | $4,049-49.8% | $6,342-67.9% |
| Admin fee / account holder | $56 | $7,117-99.2% | $6,067-99.1% | $12,312-99.5% |