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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 | $9,090 | $157,304-94.2% | $141,197-93.6% | $152,909-94.1% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.5%-11.0pp |
| Annual return | 76.66% | 64.34%+12.3pp | 71.41%+5.3pp | 345.46%-268.8pp |
| Employer contribution / active EE | $1,551 | $5,263-70.5% | $4,736-67.3% | $4,764-67.5% |
| Participant deferral / active EE | $3,022 | $7,111-57.5% | $6,710-55.0% | $5,851-48.4% |
| Admin fee / account holder | $5 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |