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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 | $10,279 | $162,812-93.7% | $133,971-92.3% | $158,966-93.5% |
| Participation rate | 70.0% | 83.2%-13.2pp | 79.8%-9.8pp | 82.0%-12.0pp |
| Annual return | 48.64% | 41.94%+6.7pp | 45.09%+3.6pp | 302.95%-254.3pp |
| Employer contribution / active EE | $3,057 | $4,976-38.6% | $3,919-22.0% | $4,762-35.8% |
| Participant deferral / active EE | $2,954 | $5,910-50.0% | $5,047-41.5% | $5,983-50.6% |
| Admin fee / account holder | $79 | $11,741-99.3% | $8,929-99.1% | $11,250-99.3% |