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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 | $5,961 | $90,486-93.4% | $78,676-92.4% | $273,972-97.8% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | 29.44% | 75.62%-46.2pp | 62.19%-32.8pp | 41.46%-12.0pp |
| Employer contribution / active EE | $1,159 | $3,175-63.5% | $2,850-59.3% | $4,869-76.2% |
| Participant deferral / active EE | $2,318 | $3,901-40.6% | $3,517-34.1% | $5,287-56.2% |
| Admin fee / account holder | $29 | $5,263-99.5% | $4,510-99.4% | $10,133-99.7% |