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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 | $16,662 | $147,556-88.7% | $129,031-87.1% | $198,609-91.6% |
| Participation rate | 71.4% | 77.2%-5.8pp | 73.4%-1.9pp | 82.4%-10.9pp |
| Annual return | 22.67% | 37.41%-14.7pp | 34.67%-12.0pp | 202.70%-180.0pp |
| Employer contribution / active EE | $794 | $3,645-78.2% | $3,226-75.4% | $5,055-84.3% |
| Participant deferral / active EE | $2,931 | $5,760-49.1% | $5,217-43.8% | $6,977-58.0% |
| Admin fee / account holder | $69 | $15,467-99.6% | $13,208-99.5% | $19,030-99.6% |