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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 | $15,334 | $103,393-85.2% | $87,103-82.4% | $152,909-90.0% |
| Participation rate | 71.4% | 79.4%-7.9pp | 76.9%-5.4pp | 82.5%-11.0pp |
| Annual return | 40.40% | 28.10%+12.3pp | 28.19%+12.2pp | 345.46%-305.1pp |
| Employer contribution / active EE | $2,434 | $3,221-24.4% | $2,521-3.5% | $4,764-48.9% |
| Participant deferral / active EE | $5,414 | $4,778+13.3% | $4,049+33.7% | $5,851-7.5% |
| Admin fee / account holder | $44 | $12,195-99.6% | $7,491-99.4% | $11,601-99.6% |