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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 | $110,337-94.6% | $102,383-94.2% | $145,877-95.9% |
| Participation rate | 78.6% | 77.9%+0.6pp | 74.5%+4.1pp | 80.3%-1.7pp |
| Annual return | 21.84% | 24.83%-3.0pp | 24.94%-3.1pp | 551.28%-529.4pp |
| Employer contribution / active EE | $938 | $4,216-77.7% | $3,870-75.8% | $4,663-79.9% |
| Participant deferral / active EE | $2,519 | $5,621-55.2% | $5,060-50.2% | $6,691-62.3% |
| Admin fee / account holder | $12 | $9,750-99.9% | $8,391-99.9% | $13,402-99.9% |