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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 | $12,264 | $121,677-89.9% | $104,625-88.3% | $158,966-92.3% |
| Participation rate | 75.0% | 77.5%-2.5pp | 74.1%+0.9pp | 82.0%-7.0pp |
| Annual return | 21.71% | 465.58%-443.9pp | 340.60%-318.9pp | 302.95%-281.2pp |
| Employer contribution / active EE | $1,237 | $3,165-60.9% | $2,681-53.9% | $4,762-74.0% |
| Participant deferral / active EE | $1,833 | $4,175-56.1% | $3,738-51.0% | $5,983-69.4% |
| Admin fee / account holder | $9 | $7,777-99.9% | $6,465-99.9% | $11,250-99.9% |