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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 | $11,853 | $211,288-94.4% | $178,540-93.4% | $145,884-91.9% |
| Participation rate | 76.9% | 80.8%-3.9pp | 77.1%-0.2pp | 80.3%-3.4pp |
| Annual return | 25.86% | 30.27%-4.4pp | 27.15%-1.3pp | 551.85%-526.0pp |
| Employer contribution / active EE | $1,298 | $4,574-71.6% | $3,953-67.2% | $4,662-72.2% |
| Participant deferral / active EE | $1,748 | $6,967-74.9% | $6,281-72.2% | $6,690-73.9% |
| Admin fee / account holder | $101 | $12,105-99.2% | $10,424-99.0% | $13,392-99.2% |