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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 | $6,037 | $99,345-93.9% | $84,753-92.9% | $273,972-97.8% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 31.76% | 22.93%+8.8pp | 22.78%+9.0pp | 41.46%-9.7pp |
| Employer contribution / active EE | $1,096 | $4,214-74.0% | $3,574-69.3% | $4,869-77.5% |
| Participant deferral / active EE | $3,131 | $4,270-26.7% | $3,712-15.7% | $5,287-40.8% |
| Admin fee / account holder | $8 | $6,645-99.9% | $5,333-99.9% | $10,133-99.9% |