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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 | $4,503 | $65,712-93.1% | $57,196-92.1% | $273,972-98.4% |
| Participation rate | 75.0% | 78.3%-3.3pp | 75.3%-0.3pp | 83.0%-8.0pp |
| Annual return | 11.55% | 22.01%-10.5pp | 14.59%-3.0pp | 41.46%-29.9pp |
| Employer contribution / active EE | $808 | $3,280-75.4% | $2,683-69.9% | $4,869-83.4% |
| Participant deferral / active EE | $808 | $3,782-78.6% | $3,096-73.9% | $5,287-84.7% |
| Admin fee / account holder | $6 | $4,838-99.9% | $3,141-99.8% | $10,133-99.9% |