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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 | $14,646 | $148,623-90.1% | $135,974-89.2% | $139,466-89.5% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 82.30% | 79.30%+3.0pp | 68.30%+14.0pp | 373.66%-291.4pp |
| Employer contribution / active EE | $3,627 | $5,246-30.9% | $4,859-25.3% | $4,754-23.7% |
| Participant deferral / active EE | $4,776 | $8,103-41.1% | $7,760-38.4% | $6,712-28.8% |
| Admin fee / account holder | $10 | $12,406-99.9% | $10,767-99.9% | $11,409-99.9% |