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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 | $14,058 | $115,814-87.9% | $101,275-86.1% | $158,982-91.2% |
| Participation rate | 72.2% | 79.4%-7.1pp | 75.8%-3.6pp | 82.0%-9.7pp |
| Annual return | 21.54% | 56.16%-34.6pp | 46.48%-24.9pp | 302.99%-281.4pp |
| Employer contribution / active EE | $1,533 | $4,176-63.3% | $3,660-58.1% | $4,763-67.8% |
| Participant deferral / active EE | $3,039 | $4,958-38.7% | $4,371-30.5% | $5,983-49.2% |
| Admin fee / account holder | $161 | $7,249-97.8% | $5,948-97.3% | $11,252-98.6% |