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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 | $5,923 | $110,410-94.6% | $102,437-94.2% | $145,897-95.9% |
| Participation rate | 78.6% | 77.9%+0.6pp | 74.5%+4.1pp | 80.3%-1.7pp |
| Annual return | 21.84% | 24.85%-3.0pp | 24.95%-3.1pp | 552.29%-530.5pp |
| Employer contribution / active EE | $938 | $4,217-77.8% | $3,871-75.8% | $4,663-79.9% |
| Participant deferral / active EE | $2,519 | $5,622-55.2% | $5,060-50.2% | $6,689-62.3% |
| Admin fee / account holder | $12 | $9,745-99.9% | $8,388-99.9% | $13,390-99.9% |