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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 | $5,166 | $98,240-94.7% | $82,313-93.7% | $147,585-96.5% |
| Participation rate | 75.0% | 79.7%-4.7pp | 76.9%-1.9pp | 82.8%-7.8pp |
| Annual return | 45.61% | 30.85%+14.8pp | 25.88%+19.7pp | 578.58%-533.0pp |
| Employer contribution / active EE | $2,215 | $3,192-30.6% | $2,428-8.8% | $4,876-54.6% |
| Participant deferral / active EE | $1,344 | $4,383-69.3% | $3,706-63.7% | $5,439-75.3% |
| Admin fee / account holder | $25 | $8,563-99.7% | $5,608-99.6% | $10,886-99.8% |