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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 | $6,264 | $99,345-93.7% | $84,753-92.6% | $273,972-97.7% |
| Participation rate | 76.5% | 80.7%-4.2pp | 76.6%-0.1pp | 83.0%-6.5pp |
| Annual return | 23.87% | 22.93%+0.9pp | 22.78%+1.1pp | 41.46%-17.6pp |
| Employer contribution / active EE | $1,726 | $4,214-59.0% | $3,574-51.7% | $4,869-64.5% |
| Participant deferral / active EE | $2,743 | $4,270-35.8% | $3,712-26.1% | $5,287-48.1% |
| Admin fee / account holder | $13 | $6,645-99.8% | $5,333-99.8% | $10,133-99.9% |