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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 | $13,588 | $124,330-89.1% | $109,173-87.6% | $167,536-91.9% |
| Participation rate | 70.0% | 79.5%-9.5pp | 75.9%-5.9pp | 82.1%-12.1pp |
| Annual return | 17.58% | 26.04%-8.5pp | 25.75%-8.2pp | 478.82%-461.2pp |
| Employer contribution / active EE | $1,431 | $4,209-66.0% | $3,723-61.6% | $4,839-70.4% |
| Participant deferral / active EE | $2,984 | $5,256-43.2% | $4,654-35.9% | $6,342-52.9% |
| Admin fee / account holder | $36 | $7,974-99.5% | $6,755-99.5% | $12,315-99.7% |