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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 | $19,711 | $157,276-87.5% | $141,177-86.0% | $152,885-87.1% |
| Participation rate | 78.9% | 84.8%-5.9pp | 82.5%-3.5pp | 82.5%-3.5pp |
| Annual return | 80.61% | 64.33%+16.3pp | 71.40%+9.2pp | 345.39%-264.8pp |
| Employer contribution / active EE | $3,419 | $5,262-35.0% | $4,736-27.8% | $4,763-28.2% |
| Participant deferral / active EE | $4,974 | $7,110-30.0% | $6,710-25.9% | $5,851-15.0% |
| Admin fee / account holder | $76 | $12,123-99.4% | $10,263-99.3% | $11,598-99.3% |