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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 | $15,213 | $73,638-79.3% | $108,405-86.0% | $79,391-80.8% |
| Participation rate | 70.6% | 77.4%-6.7pp | 80.1%-9.5pp | 70.7%-0.1pp |
| Annual return | 29.24% | 33.27%-4.0pp | 905.55%-876.3pp | 116.88%-87.6pp |
| Employer contribution / active EE | $2,109 | $2,397-12.0% | $3,559-40.7% | $2,428-13.1% |
| Participant deferral / active EE | $4,784 | $6,218-23.1% | $6,563-27.1% | $4,046+18.2% |
| Admin fee / account holder | $22 | $638-96.6% | $7,297-99.7% | $627-96.6% |