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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 | $10,605 | $148,582-92.9% | $135,942-92.2% | $139,456-92.4% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 23.12% | 79.26%-56.1pp | 68.28%-45.2pp | 373.45%-350.3pp |
| Employer contribution / active EE | $1,116 | $5,245-78.7% | $4,858-77.0% | $4,753-76.5% |
| Participant deferral / active EE | $2,492 | $8,101-69.2% | $7,759-67.9% | $6,711-62.9% |
| Admin fee / account holder | $13 | $12,402-99.9% | $10,764-99.9% | $11,407-99.9% |