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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 | $11,630 | $176,402-93.4% | $134,162-91.3% | $158,982-92.7% |
| Participation rate | 75.0% | 78.7%-3.7pp | 72.2%+2.8pp | 82.0%-7.0pp |
| Annual return | 21.46% | 63.66%-42.2pp | 36.35%-14.9pp | 302.99%-281.5pp |
| Employer contribution / active EE | $963 | $5,042-80.9% | $3,705-74.0% | $4,763-79.8% |
| Participant deferral / active EE | $1,445 | $4,093-64.7% | $3,500-58.7% | $5,983-75.9% |
| Admin fee / account holder | $105 | $8,719-98.8% | $6,685-98.4% | $11,252-99.1% |