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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 | $5,364 | $162,967-96.7% | $135,792-96.0% | $138,895-96.1% |
| Participation rate | 85.7% | 78.3%+7.4pp | 72.6%+13.1pp | 79.9%+5.8pp |
| Annual return | 21.16% | 30.08%-8.9pp | 25.96%-4.8pp | 145.39%-124.2pp |
| Employer contribution / active EE | $1,987 | $4,211-52.8% | $3,496-43.1% | $4,194-52.6% |
| Participant deferral / active EE | $1,708 | $5,640-69.7% | $4,759-64.1% | $6,396-73.3% |
| Admin fee / account holder | $20 | $15,306-99.9% | $12,266-99.8% | $12,562-99.8% |