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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 | $15,590 | $165,381-90.6% | $149,730-89.6% | $158,966-90.2% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 18.72% | 348.29%-329.6pp | 276.70%-258.0pp | 302.95%-284.2pp |
| Employer contribution / active EE | $1,652 | $5,104-67.6% | $4,645-64.4% | $4,762-65.3% |
| Participant deferral / active EE | $3,563 | $7,182-50.4% | $6,843-47.9% | $5,983-40.5% |
| Admin fee / account holder | $82 | $10,809-99.2% | $9,310-99.1% | $11,250-99.3% |