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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 | $33,352 | $177,595-81.2% | $148,496-77.5% | $198,609-83.2% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 21.10% | 9.97%+11.1pp | 12.33%+8.8pp | 202.70%-181.6pp |
| Employer contribution / active EE | $2,088 | $4,098-49.1% | $3,497-40.3% | $5,055-58.7% |
| Participant deferral / active EE | $3,533 | $5,539-36.2% | $4,808-26.5% | $6,977-49.4% |
| Admin fee / account holder | $20 | $27,010-99.9% | $19,547-99.9% | $19,030-99.9% |