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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 | $6,823 | $135,956-95.0% | $123,894-94.5% | $273,972-97.5% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 22.88% | 56.63%-33.7pp | 47.52%-24.6pp | 41.46%-18.6pp |
| Employer contribution / active EE | $2,106 | $5,170-59.3% | $4,617-54.4% | $4,869-56.7% |
| Participant deferral / active EE | $2,002 | $6,343-68.4% | $5,984-66.6% | $5,287-62.1% |
| Admin fee / account holder | $9 | $9,817-99.9% | $8,357-99.9% | $10,133-99.9% |