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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 | $117,895-91.6% | $102,460-90.3% | $145,897-93.2% |
| Participation rate | 73.3% | 78.6%-5.3pp | 76.5%-3.2pp | 80.3%-7.0pp |
| Annual return | 16.25% | 31.92%-15.7pp | 29.47%-13.2pp | 552.29%-536.0pp |
| Employer contribution / active EE | $1,327 | $3,619-63.3% | $3,025-56.1% | $4,663-71.5% |
| Participant deferral / active EE | $1,988 | $5,736-65.3% | $5,056-60.7% | $6,689-70.3% |
| Admin fee / account holder | $76 | $13,353-99.4% | $9,460-99.2% | $13,390-99.4% |