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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 | $8,366 | $124,330-93.3% | $109,173-92.3% | $167,536-95.0% |
| Participation rate | 80.0% | 79.5%+0.5pp | 75.9%+4.1pp | 82.1%-2.1pp |
| Annual return | 25.08% | 26.04%-1.0pp | 25.75%-0.7pp | 478.82%-453.7pp |
| Employer contribution / active EE | $1,474 | $4,209-65.0% | $3,723-60.4% | $4,839-69.5% |
| Participant deferral / active EE | $2,489 | $5,256-52.6% | $4,654-46.5% | $6,342-60.8% |
| Admin fee / account holder | $3 | $7,974-100.0% | $6,755-99.9% | $12,315-100.0% |