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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 | $10,952 | $152,619-92.8% | $125,195-91.3% | $152,909-92.8% |
| Participation rate | 75.0% | 83.3%-8.3pp | 79.8%-4.8pp | 82.5%-7.5pp |
| Annual return | 35.22% | 54.85%-19.6pp | 43.79%-8.6pp | 345.46%-310.2pp |
| Employer contribution / active EE | $2,490 | $4,947-49.7% | $3,866-35.6% | $4,764-47.7% |
| Participant deferral / active EE | $4,016 | $5,869-31.6% | $4,937-18.7% | $5,851-31.4% |
| Admin fee / account holder | $262 | $13,437-98.0% | $9,704-97.3% | $11,601-97.7% |