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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 | $8,485 | $124,330-93.2% | $109,173-92.2% | $167,536-94.9% |
| Participation rate | 80.0% | 79.5%+0.5pp | 75.9%+4.1pp | 82.1%-2.1pp |
| Annual return | 27.99% | 26.04%+1.9pp | 25.75%+2.2pp | 478.82%-450.8pp |
| Employer contribution / active EE | $2,200 | $4,209-47.7% | $3,723-40.9% | $4,839-54.5% |
| Participant deferral / active EE | $4,974 | $5,256-5.4% | $4,654+6.9% | $6,342-21.6% |
| Admin fee / account holder | $49 | $7,974-99.4% | $6,755-99.3% | $12,315-99.6% |