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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 | $11,993 | $157,296-92.4% | $141,191-91.5% | $152,897-92.2% |
| Participation rate | 72.7% | 84.8%-12.1pp | 82.5%-9.7pp | 82.5%-9.7pp |
| Annual return | 36.32% | 64.34%-28.0pp | 71.41%-35.1pp | 345.43%-309.1pp |
| Employer contribution / active EE | $1,269 | $5,262-75.9% | $4,736-73.2% | $4,764-73.4% |
| Participant deferral / active EE | $3,512 | $7,111-50.6% | $6,710-47.7% | $5,851-40.0% |
| Admin fee / account holder | $195 | $12,125-98.4% | $10,264-98.1% | $11,599-98.3% |