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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 | $4,651 | $106,247-95.6% | $96,515-95.2% | $139,466-96.7% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 24.45% | 38.47%-14.0pp | 35.73%-11.3pp | 373.66%-349.2pp |
| Employer contribution / active EE | $958 | $4,106-76.7% | $3,740-74.4% | $4,754-79.8% |
| Participant deferral / active EE | $1,562 | $5,456-71.4% | $4,880-68.0% | $6,712-76.7% |
| Admin fee / account holder | $41 | $7,885-99.5% | $6,735-99.4% | $11,409-99.6% |