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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 | $10,758 | $124,314-91.3% | $109,163-90.1% | $167,518-93.6% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 20.22% | 26.04%-5.8pp | 25.75%-5.5pp | 478.71%-458.5pp |
| Employer contribution / active EE | $1,547 | $4,209-63.2% | $3,723-58.4% | $4,838-68.0% |
| Participant deferral / active EE | $3,577 | $5,256-32.0% | $4,654-23.1% | $6,342-43.6% |
| Admin fee / account holder | $206 | $7,973-97.4% | $6,754-97.0% | $12,312-98.3% |