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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 | $10,925 | $165,381-93.4% | $149,730-92.7% | $158,966-93.1% |
| Participation rate | 72.7% | 84.6%-11.8pp | 82.5%-9.8pp | 82.0%-9.2pp |
| Annual return | 28.11% | 348.29%-320.2pp | 276.70%-248.6pp | 302.95%-274.8pp |
| Employer contribution / active EE | $1,332 | $5,104-73.9% | $4,645-71.3% | $4,762-72.0% |
| Participant deferral / active EE | $2,659 | $7,182-63.0% | $6,843-61.1% | $5,983-55.6% |
| Admin fee / account holder | $234 | $10,809-97.8% | $9,310-97.5% | $11,250-97.9% |