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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 | $31,126 | $181,896-82.9% | $156,551-80.1% | $273,972-88.6% |
| Participation rate | 72.7% | 88.4%-15.7pp | 84.0%-11.3pp | 83.0%-10.3pp |
| Annual return | 0.00% | 30.74%-30.7pp | 32.23%-32.2pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,720 | $6,248-72.5% | $5,501-68.7% | $4,869-64.7% |
| Participant deferral / active EE | $5,569 | $5,550+0.3% | $4,871+14.3% | $5,287+5.3% |
| Admin fee / account holder | $92 | $15,560-99.4% | $13,028-99.3% | $10,133-99.1% |