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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 | $6,940 | $174,379-96.0% | $152,093-95.4% | $138,895-95.0% |
| Participation rate | 80.0% | 81.6%-1.6pp | 77.8%+2.2pp | 79.9%+0.1pp |
| Annual return | 13.08% | 74.86%-61.8pp | 66.36%-53.3pp | 145.39%-132.3pp |
| Employer contribution / active EE | $972 | $4,652-79.1% | $4,175-76.7% | $4,194-76.8% |
| Participant deferral / active EE | $2,865 | $6,159-53.5% | $5,451-47.4% | $6,396-55.2% |
| Admin fee / account holder | $89 | $16,880-99.5% | $14,497-99.4% | $12,562-99.3% |