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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 | $8,431 | $183,516-95.4% | $155,534-94.6% | $145,884-94.2% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 11.51% | 61.43%-49.9pp | 64.92%-53.4pp | 551.85%-540.3pp |
| Employer contribution / active EE | $1,496 | $5,315-71.8% | $4,675-68.0% | $4,662-67.9% |
| Participant deferral / active EE | $2,292 | $6,467-64.6% | $5,630-59.3% | $6,690-65.7% |
| Admin fee / account holder | $281 | $19,293-98.5% | $15,900-98.2% | $13,392-97.9% |