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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 | $8,874 | $148,582-94.0% | $135,942-93.5% | $139,456-93.6% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 26.17% | 79.26%-53.1pp | 68.28%-42.1pp | 373.45%-347.3pp |
| Employer contribution / active EE | $2,493 | $5,245-52.5% | $4,858-48.7% | $4,753-47.5% |
| Participant deferral / active EE | $4,614 | $8,101-43.0% | $7,759-40.5% | $6,711-31.3% |
| Admin fee / account holder | $108 | $12,402-99.1% | $10,764-99.0% | $11,407-99.1% |