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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 | $13,378 | $183,592-92.7% | $155,567-91.4% | $145,959-90.8% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 10.31% | 61.24%-50.9pp | 64.74%-54.4pp | 561.95%-551.6pp |
| Employer contribution / active EE | $2,259 | $5,315-57.5% | $4,674-51.7% | $4,661-51.5% |
| Participant deferral / active EE | $3,984 | $6,464-38.4% | $5,628-29.2% | $6,689-40.4% |
| Admin fee / account holder | $159 | $19,318-99.2% | $15,916-99.0% | $13,398-98.8% |