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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 | $11,340 | $103,387-89.0% | $87,102-87.0% | $152,885-92.6% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.9%-1.9pp | 82.5%-7.5pp |
| Annual return | 23.40% | 28.10%-4.7pp | 28.19%-4.8pp | 345.39%-322.0pp |
| Employer contribution / active EE | $771 | $3,221-76.1% | $2,521-69.4% | $4,763-83.8% |
| Participant deferral / active EE | $4,050 | $4,778-15.2% | $4,0480% | $5,851-30.8% |
| Admin fee / account holder | $78 | $12,193-99.4% | $7,491-99.0% | $11,598-99.3% |