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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 | $14,904 | $148,582-90.0% | $135,942-89.0% | $139,456-89.3% |
| Participation rate | 72.7% | 83.9%-11.1pp | 81.9%-9.2pp | 80.3%-7.6pp |
| Annual return | 37.22% | 79.26%-42.0pp | 68.28%-31.1pp | 373.45%-336.2pp |
| Employer contribution / active EE | $1,935 | $5,245-63.1% | $4,858-60.2% | $4,753-59.3% |
| Participant deferral / active EE | $4,744 | $8,101-41.4% | $7,759-38.9% | $6,711-29.3% |
| Admin fee / account holder | $79 | $12,402-99.4% | $10,764-99.3% | $11,407-99.3% |