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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 | $13,687 | $165,381-91.7% | $149,730-90.9% | $158,966-91.4% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 22.92% | 348.29%-325.4pp | 276.70%-253.8pp | 302.95%-280.0pp |
| Employer contribution / active EE | $1,619 | $5,104-68.3% | $4,645-65.1% | $4,762-66.0% |
| Participant deferral / active EE | $4,469 | $7,182-37.8% | $6,843-34.7% | $5,983-25.3% |
| Admin fee / account holder | $238 | $10,809-97.8% | $9,310-97.4% | $11,250-97.9% |