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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 | $12,954 | $99,345-87.0% | $84,753-84.7% | $273,972-95.3% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 117.50% | 22.93%+94.6pp | 22.78%+94.7pp | 41.46%+76.0pp |
| Employer contribution / active EE | $1,371 | $4,214-67.5% | $3,574-61.6% | $4,869-71.8% |
| Participant deferral / active EE | $1,807 | $4,270-57.7% | $3,712-51.3% | $5,287-65.8% |
| Admin fee / account holder | $51 | $6,645-99.2% | $5,333-99.0% | $10,133-99.5% |