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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 | $20,607 | $157,296-86.9% | $141,191-85.4% | $152,897-86.5% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.5%-11.0pp |
| Annual return | 27.58% | 64.34%-36.8pp | 71.41%-43.8pp | 345.43%-317.9pp |
| Employer contribution / active EE | $1,734 | $5,262-67.1% | $4,736-63.4% | $4,764-63.6% |
| Participant deferral / active EE | $6,452 | $7,111-9.3% | $6,710-3.8% | $5,851+10.3% |
| Admin fee / account holder | $109 | $12,125-99.1% | $10,264-98.9% | $11,599-99.1% |