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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 | $21,449 | $135,905-84.2% | $126,068-83.0% | $198,609-89.2% |
| Participation rate | 75.0% | 85.6%-10.6pp | 84.7%-9.7pp | 82.4%-7.4pp |
| Annual return | 23.17% | 14.07%+9.1pp | 15.01%+8.2pp | 202.70%-179.5pp |
| Employer contribution / active EE | $2,720 | $4,245-35.9% | $3,968-31.5% | $5,055-46.2% |
| Participant deferral / active EE | $5,230 | $8,523-38.6% | $8,214-36.3% | $6,977-25.0% |
| Admin fee / account holder | $61 | $21,036-99.7% | $18,264-99.7% | $19,030-99.7% |