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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 | $9,921 | $106,247-90.7% | $96,515-89.7% | $139,466-92.9% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 25.10% | 38.47%-13.4pp | 35.73%-10.6pp | 373.66%-348.6pp |
| Employer contribution / active EE | $2,097 | $4,106-48.9% | $3,740-43.9% | $4,754-55.9% |
| Participant deferral / active EE | $2,719 | $5,456-50.2% | $4,880-44.3% | $6,712-59.5% |
| Admin fee / account holder | $103 | $7,885-98.7% | $6,735-98.5% | $11,409-99.1% |