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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 | $18,802 | $117,895-84.1% | $102,460-81.6% | $145,897-87.1% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 13.77% | 31.92%-18.1pp | 29.47%-15.7pp | 552.29%-538.5pp |
| Employer contribution / active EE | $1,186 | $3,619-67.2% | $3,025-60.8% | $4,663-74.6% |
| Participant deferral / active EE | $2,478 | $5,736-56.8% | $5,056-51.0% | $6,689-63.0% |
| Admin fee / account holder | $129 | $13,353-99.0% | $9,460-98.6% | $13,390-99.0% |