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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 | $18,284 | $149,778-87.8% | $118,946-84.6% | $158,950-88.5% |
| Participation rate | 71.4% | 82.1%-10.7pp | 75.4%-4.0pp | 82.0%-10.5pp |
| Annual return | 45.72% | 19.95%+25.8pp | 35.89%+9.8pp | 302.91%-257.2pp |
| Employer contribution / active EE | $1,853 | $4,117-55.0% | $3,263-43.2% | $4,762-61.1% |
| Participant deferral / active EE | $4,776 | $5,225-8.6% | $4,266+12.0% | $5,983-20.2% |
| Admin fee / account holder | $60 | $8,604-99.3% | $6,581-99.1% | $11,248-99.5% |