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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 | $13,779 | $157,304-91.2% | $141,197-90.2% | $152,909-91.0% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.5%-11.0pp |
| Annual return | 39.08% | 64.34%-25.3pp | 71.41%-32.3pp | 345.46%-306.4pp |
| Employer contribution / active EE | $1,755 | $5,263-66.7% | $4,736-63.0% | $4,764-63.2% |
| Participant deferral / active EE | $4,933 | $7,111-30.6% | $6,710-26.5% | $5,851-15.7% |
| Admin fee / account holder | $54 | $12,126-99.6% | $10,265-99.5% | $11,601-99.5% |