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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 | $5,392 | $117,444-95.4% | $99,479-94.6% | $152,909-96.5% |
| Participation rate | 76.9% | 77.5%-0.6pp | 73.8%+3.1pp | 82.5%-5.5pp |
| Annual return | 32.14% | 31.87%+0.3pp | 30.72%+1.4pp | 345.46%-313.3pp |
| Employer contribution / active EE | $842 | $3,014-72.1% | $2,540-66.9% | $4,764-82.3% |
| Participant deferral / active EE | $1,971 | $4,086-51.8% | $3,619-45.5% | $5,851-66.3% |
| Admin fee / account holder | $34 | $7,635-99.6% | $6,253-99.5% | $11,601-99.7% |