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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 | $17,406 | $113,339-84.6% | $94,993-81.7% | $147,585-88.2% |
| Participation rate | 80.0% | 78.0%+2.0pp | 73.9%+6.1pp | 82.8%-2.8pp |
| Annual return | 19.17% | 20.77%-1.6pp | 27.12%-7.9pp | 578.57%-559.4pp |
| Employer contribution / active EE | $2,050 | $3,160-35.1% | $2,603-21.2% | $4,876-58.0% |
| Participant deferral / active EE | $4,179 | $3,777+10.6% | $3,317+26.0% | $5,439-23.2% |
| Admin fee / account holder | $4 | $6,063-99.9% | $4,960-99.9% | $10,885-100.0% |