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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 | $9,337 | $227,597-95.9% | $189,575-95.1% | $167,536-94.4% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.4%-3.4pp | 82.1%-7.1pp |
| Annual return | 19.39% | 78.44%-59.0pp | 64.19%-44.8pp | 478.82%-459.4pp |
| Employer contribution / active EE | $1,549 | $5,316-70.9% | $4,412-64.9% | $4,839-68.0% |
| Participant deferral / active EE | $4,781 | $7,002-31.7% | $6,174-22.6% | $6,342-24.6% |
| Admin fee / account holder | $98 | $11,877-99.2% | $9,806-99.0% | $12,315-99.2% |