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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 | $5,578 | $135,956-95.9% | $123,894-95.5% | $273,972-98.0% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 17.18% | 56.63%-39.5pp | 47.52%-30.3pp | 41.46%-24.3pp |
| Employer contribution / active EE | $1,550 | $5,170-70.0% | $4,617-66.4% | $4,869-68.2% |
| Participant deferral / active EE | $2,380 | $6,343-62.5% | $5,984-60.2% | $5,287-55.0% |
| Admin fee / account holder | $9 | $9,817-99.9% | $8,357-99.9% | $10,133-99.9% |