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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 | $5,041 | $135,954-96.3% | $123,893-95.9% | $273,968-98.2% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 51.87% | 56.63%-4.8pp | 47.52%+4.4pp | 41.45%+10.4pp |
| Employer contribution / active EE | $1,231 | $5,170-76.2% | $4,617-73.3% | $4,869-74.7% |
| Participant deferral / active EE | $2,175 | $6,343-65.7% | $5,984-63.7% | $5,287-58.9% |
| Admin fee / account holder | $8 | $9,817-99.9% | $8,357-99.9% | $10,132-99.9% |