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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 | $7,606 | $232,540-96.7% | $185,117-95.9% | $147,586-94.8% |
| Participation rate | 71.4% | 82.4%-10.9pp | 77.3%-5.8pp | 82.8%-11.4pp |
| Annual return | 25.73% | 43.03%-17.3pp | 40.50%-14.8pp | 578.59%-552.9pp |
| Employer contribution / active EE | $1,581 | $5,195-69.6% | $4,182-62.2% | $4,876-67.6% |
| Participant deferral / active EE | $1,901 | $5,834-67.4% | $5,045-62.3% | $5,439-65.0% |
| Admin fee / account holder | $39 | $10,275-99.6% | $8,159-99.5% | $10,886-99.6% |