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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 | $11,156 | $127,273-91.2% | $109,895-89.8% | $167,518-93.3% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.2%+0.8pp | 82.1%-7.1pp |
| Annual return | 9.87% | 22.97%-13.1pp | 29.46%-19.6pp | 478.71%-468.8pp |
| Employer contribution / active EE | $2,220 | $3,324-33.2% | $2,843-21.9% | $4,838-54.1% |
| Participant deferral / active EE | $3,675 | $4,515-18.6% | $4,049-9.2% | $6,342-42.1% |
| Admin fee / account holder | $145 | $7,117-98.0% | $6,067-97.6% | $12,312-98.8% |