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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 | $5,974 | $211,288-97.2% | $178,540-96.7% | $145,884-95.9% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 16.59% | 30.27%-13.7pp | 27.15%-10.6pp | 551.85%-535.3pp |
| Employer contribution / active EE | $823 | $4,574-82.0% | $3,953-79.2% | $4,662-82.4% |
| Participant deferral / active EE | $1,303 | $6,967-81.3% | $6,281-79.3% | $6,690-80.5% |
| Admin fee / account holder | $17 | $12,105-99.9% | $10,424-99.8% | $13,392-99.9% |