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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 | $12,419 | $93,346-86.7% | $71,796-82.7% | $273,972-95.5% |
| Participation rate | 70.0% | 76.5%-6.5pp | 69.1%+0.9pp | 83.0%-13.0pp |
| Annual return | 9.54% | 130.39%-120.8pp | 78.04%-68.5pp | 41.46%-31.9pp |
| Employer contribution / active EE | $1,248 | $2,733-54.4% | $1,924-35.2% | $4,869-74.4% |
| Participant deferral / active EE | $1,568 | $3,475-54.9% | $2,794-43.9% | $5,287-70.3% |
| Admin fee / account holder | $52 | $6,571-99.2% | $4,815-98.9% | $10,133-99.5% |