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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 | $28,577 | $289,211-90.1% | $260,467-89.0% | $198,609-85.6% |
| Participation rate | 71.4% | 83.1%-11.7pp | 80.5%-9.0pp | 82.4%-10.9pp |
| Annual return | 24.16% | 112.90%-88.7pp | 100.60%-76.4pp | 202.70%-178.5pp |
| Employer contribution / active EE | $2,285 | $4,663-51.0% | $4,239-46.1% | $5,055-54.8% |
| Participant deferral / active EE | $2,285 | $6,812-66.5% | $6,319-63.8% | $6,977-67.3% |
| Admin fee / account holder | $29 | $16,236-99.8% | $15,461-99.8% | $19,030-99.8% |