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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 | $13,471 | $107,368-87.5% | $92,915-85.5% | $152,909-91.2% |
| Participation rate | 72.7% | 79.8%-7.1pp | 76.0%-3.3pp | 82.5%-9.7pp |
| Annual return | 54.82% | 145.64%-90.8pp | 109.45%-54.6pp | 345.46%-290.6pp |
| Employer contribution / active EE | $1,361 | $4,222-67.8% | $3,653-62.7% | $4,764-71.4% |
| Participant deferral / active EE | $3,917 | $4,848-19.2% | $4,238-7.6% | $5,851-33.1% |
| Admin fee / account holder | $3 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |