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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 | $8,928 | $117,433-92.4% | $99,475-91.0% | $152,897-94.2% |
| Participation rate | 80.0% | 77.5%+2.5pp | 73.8%+6.2pp | 82.5%-2.5pp |
| Annual return | 22.19% | 31.87%-9.7pp | 30.72%-8.5pp | 345.43%-323.2pp |
| Employer contribution / active EE | $2,552 | $3,013-15.3% | $2,540+0.5% | $4,764-46.4% |
| Participant deferral / active EE | $2,555 | $4,086-37.5% | $3,619-29.4% | $5,851-56.3% |
| Admin fee / account holder | $6 | $7,634-99.9% | $6,252-99.9% | $11,599-99.9% |