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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 | $9,965 | $107,368-90.7% | $92,915-89.3% | $152,909-93.5% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.5%-7.5pp |
| Annual return | 28.01% | 145.64%-117.6pp | 109.45%-81.4pp | 345.46%-317.5pp |
| Employer contribution / active EE | $1,034 | $4,222-75.5% | $3,653-71.7% | $4,764-78.3% |
| Participant deferral / active EE | $2,650 | $4,848-45.3% | $4,238-37.5% | $5,851-54.7% |
| Admin fee / account holder | $78 | $7,082-98.9% | $5,796-98.7% | $11,601-99.3% |