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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 | $7,106 | $211,239-96.6% | $178,528-96.0% | $145,877-95.1% |
| Participation rate | 77.8% | 80.8%-3.0pp | 77.1%+0.7pp | 80.3%-2.5pp |
| Annual return | 11.90% | 30.22%-18.3pp | 27.11%-15.2pp | 551.28%-539.4pp |
| Employer contribution / active EE | $1,082 | $4,570-76.3% | $3,950-72.6% | $4,663-76.8% |
| Participant deferral / active EE | $1,808 | $6,963-74.0% | $6,278-71.2% | $6,691-73.0% |
| Admin fee / account holder | $131 | $12,095-98.9% | $10,419-98.7% | $13,402-99.0% |