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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 | $6,498 | $127,387-94.9% | $115,038-94.4% | $125,389-94.8% |
| Participation rate | 76.5% | 84.2%-7.7pp | 81.4%-4.9pp | 83.2%-6.7pp |
| Annual return | 1.43% | 31.28%-29.8pp | 26.14%-24.7pp | 282.24%-280.8pp |
| Employer contribution / active EE | $1,235 | $5,166-76.1% | $4,608-73.2% | $4,866-74.6% |
| Participant deferral / active EE | $2,695 | $6,423-58.0% | $6,026-55.3% | $5,352-49.6% |
| Admin fee / account holder | $40 | $9,516-99.6% | $8,175-99.5% | $9,541-99.6% |