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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 | $5,884 | $106,267-94.5% | $96,520-93.9% | $139,456-95.8% |
| Participation rate | 86.7% | 77.8%+8.8pp | 74.3%+12.3pp | 80.3%+6.3pp |
| Annual return | 33.37% | 38.45%-5.1pp | 35.72%-2.4pp | 373.45%-340.1pp |
| Employer contribution / active EE | $1,449 | $4,105-64.7% | $3,739-61.2% | $4,753-69.5% |
| Participant deferral / active EE | $3,036 | $5,454-44.3% | $4,879-37.8% | $6,711-54.8% |
| Admin fee / account holder | $281 | $7,882-96.4% | $6,733-95.8% | $11,407-97.5% |