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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 | $8,908 | $106,267-91.6% | $96,520-90.8% | $139,456-93.6% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 40.05% | 38.45%+1.6pp | 35.72%+4.3pp | 373.45%-333.4pp |
| Employer contribution / active EE | $2,308 | $4,105-43.8% | $3,739-38.3% | $4,753-51.4% |
| Participant deferral / active EE | $3,324 | $5,454-39.1% | $4,879-31.9% | $6,711-50.5% |
| Admin fee / account holder | $129 | $7,882-98.4% | $6,733-98.1% | $11,407-98.9% |