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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 | $4,184 | $103,392-96.0% | $87,104-95.2% | $152,897-97.3% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.9%-1.9pp | 82.5%-7.5pp |
| Annual return | 39.64% | 28.10%+11.5pp | 28.19%+11.5pp | 345.43%-305.8pp |
| Employer contribution / active EE | $1,498 | $3,221-53.5% | $2,521-40.6% | $4,764-68.5% |
| Participant deferral / active EE | $1,607 | $4,778-66.4% | $4,048-60.3% | $5,851-72.5% |
| Admin fee / account holder | $245 | $12,194-98.0% | $7,491-96.7% | $11,599-97.9% |