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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 | $5,869 | $106,974-94.5% | $90,796-93.5% | $138,895-95.8% |
| Participation rate | 70.0% | 74.9%-4.9pp | 69.5%+0.5pp | 79.9%-9.9pp |
| Annual return | 19.61% | 20.10%-0.5pp | 19.29%+0.3pp | 145.39%-125.8pp |
| Employer contribution / active EE | $557 | $2,609-78.7% | $2,294-75.7% | $4,194-86.7% |
| Participant deferral / active EE | $1,870 | $4,455-58.0% | $3,822-51.1% | $6,396-70.8% |
| Admin fee / account holder | $92 | $8,626-98.9% | $7,024-98.7% | $12,562-99.3% |