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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 | $10,507 | $107,368-90.2% | $92,915-88.7% | $152,909-93.1% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.0%-4.6pp | 82.5%-11.0pp |
| Annual return | 30.78% | 145.64%-114.9pp | 109.45%-78.7pp | 345.46%-314.7pp |
| Employer contribution / active EE | $1,268 | $4,222-70.0% | $3,653-65.3% | $4,764-73.4% |
| Participant deferral / active EE | $1,844 | $4,848-62.0% | $4,238-56.5% | $5,851-68.5% |
| Admin fee / account holder | $62 | $7,082-99.1% | $5,796-98.9% | $11,601-99.5% |