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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 | $12,384 | $149,679-91.7% | $117,039-89.4% | $147,585-91.6% |
| Participation rate | 71.4% | 83.5%-12.1pp | 77.2%-5.8pp | 82.8%-11.4pp |
| Annual return | 26.69% | 19.31%+7.4pp | 18.95%+7.7pp | 578.58%-551.9pp |
| Employer contribution / active EE | $933 | $4,937-81.1% | $3,785-75.3% | $4,876-80.9% |
| Participant deferral / active EE | $6,228 | $4,912+26.8% | $3,929+58.5% | $5,439+14.5% |
| Admin fee / account holder | $142 | $7,856-98.2% | $5,974-97.6% | $10,886-98.7% |