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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 | $17,630 | $157,296-88.8% | $141,191-87.5% | $152,897-88.5% |
| Participation rate | 72.7% | 84.8%-12.1pp | 82.5%-9.7pp | 82.5%-9.7pp |
| Annual return | 23.72% | 64.34%-40.6pp | 71.41%-47.7pp | 345.43%-321.7pp |
| Employer contribution / active EE | $1,435 | $5,262-72.7% | $4,736-69.7% | $4,764-69.9% |
| Participant deferral / active EE | $5,949 | $7,111-16.3% | $6,710-11.3% | $5,851+1.7% |
| Admin fee / account holder | $123 | $12,125-99.0% | $10,264-98.8% | $11,599-98.9% |