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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 | $12,933 | $115,810-88.8% | $101,271-87.2% | $158,966-91.9% |
| Participation rate | 71.4% | 79.4%-7.9pp | 75.8%-4.4pp | 82.0%-10.5pp |
| Annual return | 24.31% | 56.15%-31.8pp | 46.48%-22.2pp | 302.95%-278.6pp |
| Employer contribution / active EE | $1,945 | $4,175-53.4% | $3,660-46.9% | $4,762-59.2% |
| Participant deferral / active EE | $2,288 | $4,958-53.8% | $4,371-47.6% | $5,983-61.8% |
| Admin fee / account holder | $44 | $7,248-99.4% | $5,948-99.3% | $11,250-99.6% |