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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 | $8,109 | $75,832-89.3% | $147,617-94.5% | $59,633-86.4% |
| Participation rate | 70.6% | 71.6%-1.0pp | 84.6%-14.0pp | 68.7%+1.9pp |
| Annual return | 12.42% | 0.37%+12.0pp | 61.98%-49.6pp | 2041.45%-2029.0pp |
| Employer contribution / active EE | $1,153 | $3,485-66.9% | $5,564-79.3% | $2,203-47.6% |
| Participant deferral / active EE | $1,893 | $3,131-39.5% | $4,895-61.3% | $3,192-40.7% |
| Admin fee / account holder | $236 | $5,986-96.1% | $11,612-98.0% | $4,297-94.5% |