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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 | $5,615 | $96,558-94.2% | $80,977-93.1% | $273,972-98.0% |
| Participation rate | 71.4% | 79.1%-7.7pp | 75.8%-4.4pp | 83.0%-11.6pp |
| Annual return | 60.54% | 15.14%+45.4pp | 17.11%+43.4pp | 41.46%+19.1pp |
| Employer contribution / active EE | $1,826 | $4,869-62.5% | $3,715-50.8% | $4,869-62.5% |
| Participant deferral / active EE | $2,050 | $6,598-68.9% | $5,696-64.0% | $5,287-61.2% |
| Admin fee / account holder | $10 | $7,493-99.9% | $5,517-99.8% | $10,133-99.9% |