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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 | $9,713 | $124,980-92.2% | $108,359-91.0% | $154,746-93.7% |
| Participation rate | 75.0% | 75.2%-0.2pp | 70.1%+4.9pp | 80.7%-5.7pp |
| Annual return | 17.17% | 45.00%-27.8pp | 36.89%-19.7pp | 172.34%-155.2pp |
| Employer contribution / active EE | $1,484 | $2,851-47.9% | $2,399-38.1% | $4,379-66.1% |
| Participant deferral / active EE | $2,551 | $4,743-46.2% | $4,137-38.3% | $6,730-62.1% |
| Admin fee / account holder | $0 | $11,502-100.0% | $9,741-100.0% | $14,365-100.0% |