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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 | $8,166 | $161,352-94.9% | $134,172-93.9% | $137,256-94.1% |
| Participation rate | 83.3% | 78.3%+5.0pp | 72.5%+10.9pp | 80.0%+3.4pp |
| Annual return | 25.63% | 28.72%-3.1pp | 25.30%+0.3pp | 220.34%-194.7pp |
| Employer contribution / active EE | $1,302 | $4,099-68.2% | $3,420-61.9% | $4,156-68.7% |
| Participant deferral / active EE | $1,866 | $5,552-66.4% | $4,690-60.2% | $6,407-70.9% |
| Admin fee / account holder | $93 | $15,028-99.4% | $12,016-99.2% | $12,270-99.2% |