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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 | $9,944 | $117,829-91.6% | $102,423-90.3% | $145,877-93.2% |
| Participation rate | 73.3% | 78.6%-5.3pp | 76.5%-3.2pp | 80.3%-7.0pp |
| Annual return | 16.25% | 31.83%-15.6pp | 29.42%-13.2pp | 551.28%-535.0pp |
| Employer contribution / active EE | $1,327 | $3,615-63.3% | $3,023-56.1% | $4,663-71.5% |
| Participant deferral / active EE | $1,988 | $5,732-65.3% | $5,054-60.7% | $6,691-70.3% |
| Admin fee / account holder | $76 | $13,335-99.4% | $9,455-99.2% | $13,402-99.4% |