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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 | $9,299 | $117,904-92.1% | $102,457-90.9% | $145,978-93.6% |
| Participation rate | 81.8% | 78.6%+3.2pp | 76.5%+5.3pp | 80.3%+1.5pp |
| Annual return | 36.32% | 31.80%+4.5pp | 29.41%+6.9pp | 550.52%-514.2pp |
| Employer contribution / active EE | $2,622 | $3,613-27.4% | $3,022-13.2% | $4,662-43.7% |
| Participant deferral / active EE | $5,068 | $5,733-11.6% | $5,054+0.3% | $6,690-24.2% |
| Admin fee / account holder | $26 | $13,329-99.8% | $9,451-99.7% | $13,400-99.8% |