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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 | $23,863 | $168,635-85.8% | $147,617-83.8% | $125,389-81.0% |
| Participation rate | 88.9% | 88.8%+0.1pp | 84.6%+4.3pp | 83.2%+5.7pp |
| Annual return | 0.82% | 77.65%-76.8pp | 61.98%-61.2pp | 282.24%-281.4pp |
| Employer contribution / active EE | $1,358 | $6,252-78.3% | $5,564-75.6% | $4,866-72.1% |
| Participant deferral / active EE | $4,993 | $5,507-9.3% | $4,895+2.0% | $5,352-6.7% |
| Admin fee / account holder | $45 | $13,580-99.7% | $11,612-99.6% | $9,541-99.5% |