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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 | $9,574 | $124,314-92.3% | $109,163-91.2% | $167,518-94.3% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 19.41% | 26.04%-6.6pp | 25.75%-6.3pp | 478.71%-459.3pp |
| Employer contribution / active EE | $1,966 | $4,209-53.3% | $3,723-47.2% | $4,838-59.4% |
| Participant deferral / active EE | $2,265 | $5,256-56.9% | $4,654-51.3% | $6,342-64.3% |
| Admin fee / account holder | $20 | $7,973-99.7% | $6,754-99.7% | $12,312-99.8% |