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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 | $4,145 | $215,361-98.1% | $171,082-97.6% | $273,972-98.5% |
| Participation rate | 90.0% | 82.0%+8.0pp | 76.7%+13.3pp | 83.0%+7.0pp |
| Annual return | 15.29% | 25.14%-9.9pp | 32.56%-17.3pp | 41.46%-26.2pp |
| Employer contribution / active EE | $1,052 | $4,967-78.8% | $4,002-73.7% | $4,869-78.4% |
| Participant deferral / active EE | $1,081 | $5,543-80.5% | $4,797-77.5% | $5,287-79.5% |
| Admin fee / account holder | $239 | $10,846-97.8% | $8,520-97.2% | $10,133-97.6% |