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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 | $7,483 | $124,351-94.0% | $109,188-93.1% | $167,553-95.5% |
| Participation rate | 93.8% | 79.4%+14.3pp | 75.9%+17.9pp | 82.1%+11.6pp |
| Annual return | 22.07% | 26.04%-4.0pp | 25.76%-3.7pp | 478.89%-456.8pp |
| Employer contribution / active EE | $3,187 | $4,210-24.3% | $3,723-14.4% | $4,840-34.2% |
| Participant deferral / active EE | $3,896 | $5,257-25.9% | $4,654-16.3% | $6,343-38.6% |
| Admin fee / account holder | $206 | $7,975-97.4% | $6,755-97.0% | $12,316-98.3% |