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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 | $11,930 | $110,212-89.2% | $96,534-87.6% | $139,466-91.4% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 53.16% | 26.42%+26.7pp | 25.88%+27.3pp | 373.66%-320.5pp |
| Employer contribution / active EE | $5,548 | $3,620+53.3% | $2,965+87.1% | $4,754+16.7% |
| Participant deferral / active EE | $1,727 | $5,547-68.9% | $4,851-64.4% | $6,712-74.3% |
| Admin fee / account holder | $194 | $11,599-98.3% | $8,253-97.7% | $11,409-98.3% |