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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 | $3,510 | $90,484-96.1% | $78,675-95.5% | $273,970-98.7% |
| Participation rate | 71.4% | 76.5%-5.1pp | 73.6%-2.1pp | 83.0%-11.6pp |
| Annual return | 21.11% | 75.62%-54.5pp | 62.19%-41.1pp | 41.46%-20.3pp |
| Employer contribution / active EE | $1,078 | $3,175-66.1% | $2,850-62.2% | $4,869-77.9% |
| Participant deferral / active EE | $1,464 | $3,901-62.5% | $3,517-58.4% | $5,287-72.3% |
| Admin fee / account holder | $215 | $5,263-95.9% | $4,510-95.2% | $10,132-97.9% |