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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 | $10,740 | $211,105-94.9% | $178,449-94.0% | $145,978-92.6% |
| Participation rate | 92.9% | 80.8%+12.1pp | 77.1%+15.8pp | 80.3%+12.6pp |
| Annual return | 15.68% | 30.19%-14.5pp | 27.09%-11.4pp | 550.52%-534.8pp |
| Employer contribution / active EE | $2,152 | $4,569-52.9% | $3,951-45.5% | $4,662-53.8% |
| Participant deferral / active EE | $4,479 | $6,959-35.6% | $6,277-28.6% | $6,690-33.0% |
| Admin fee / account holder | $287 | $12,017-97.6% | $10,362-97.2% | $13,400-97.9% |