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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 | $21,183 | $127,387-83.4% | $115,038-81.6% | $125,389-83.1% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | 0.51% | 31.28%-30.8pp | 26.14%-25.6pp | 282.24%-281.7pp |
| Employer contribution / active EE | $1,292 | $5,166-75.0% | $4,608-72.0% | $4,866-73.4% |
| Participant deferral / active EE | $5,822 | $6,423-9.4% | $6,026-3.4% | $5,352+8.8% |
| Admin fee / account holder | $78 | $9,516-99.2% | $8,175-99.0% | $9,541-99.2% |