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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 | $10,481 | $124,425-91.6% | $112,040-90.6% | $137,256-92.4% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.5%-1.5pp | 80.0%-5.0pp |
| Annual return | 33.51% | 24.72%+8.8pp | 24.52%+9.0pp | 220.34%-186.8pp |
| Employer contribution / active EE | $1,341 | $3,411-60.7% | $2,954-54.6% | $4,156-67.7% |
| Participant deferral / active EE | $2,632 | $5,718-54.0% | $5,098-48.4% | $6,407-58.9% |
| Admin fee / account holder | $15 | $15,207-99.9% | $12,098-99.9% | $12,270-99.9% |