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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 | $8,171 | $107,363-92.4% | $92,909-91.2% | $152,897-94.7% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.5%-7.5pp |
| Annual return | 24.11% | 145.63%-121.5pp | 109.44%-85.3pp | 345.43%-321.3pp |
| Employer contribution / active EE | $1,733 | $4,222-59.0% | $3,653-52.6% | $4,764-63.6% |
| Participant deferral / active EE | $8,539 | $4,848+76.1% | $4,238+101.5% | $5,851+45.9% |
| Admin fee / account holder | $76 | $7,082-98.9% | $5,795-98.7% | $11,599-99.3% |