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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 | $53,481 | $254,759-79.0% | $216,567-75.3% | $198,609-73.1% |
| Participation rate | 71.4% | 84.5%-13.1pp | 81.6%-10.2pp | 82.4%-10.9pp |
| Annual return | 21.39% | 10.04%+11.3pp | 12.94%+8.4pp | 202.70%-181.3pp |
| Employer contribution / active EE | $1,639 | $6,096-73.1% | $5,216-68.6% | $5,055-67.6% |
| Participant deferral / active EE | $3,095 | $6,948-55.5% | $6,191-50.0% | $6,977-55.6% |
| Admin fee / account holder | $93 | $26,311-99.6% | $21,981-99.6% | $19,030-99.5% |