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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 | $7,033 | $124,330-94.3% | $109,173-93.6% | $167,536-95.8% |
| Participation rate | 85.7% | 79.5%+6.3pp | 75.9%+9.8pp | 82.1%+3.6pp |
| Annual return | 29.02% | 26.04%+3.0pp | 25.75%+3.3pp | 478.82%-449.8pp |
| Employer contribution / active EE | $1,504 | $4,209-64.3% | $3,723-59.6% | $4,839-68.9% |
| Participant deferral / active EE | $4,725 | $5,256-10.1% | $4,654+1.5% | $6,342-25.5% |
| Admin fee / account holder | $48 | $7,974-99.4% | $6,755-99.3% | $12,315-99.6% |