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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 | $15,446 | $124,314-87.6% | $109,163-85.9% | $167,518-90.8% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 13.36% | 26.04%-12.7pp | 25.75%-12.4pp | 478.71%-465.3pp |
| Employer contribution / active EE | $1,403 | $4,209-66.7% | $3,723-62.3% | $4,838-71.0% |
| Participant deferral / active EE | $2,671 | $5,256-49.2% | $4,654-42.6% | $6,342-57.9% |
| Admin fee / account holder | $109 | $7,973-98.6% | $6,754-98.4% | $12,312-99.1% |