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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 | $5,159 | $117,904-95.6% | $102,457-95.0% | $145,978-96.5% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.0pp |
| Annual return | 32.40% | 31.80%+0.6pp | 29.41%+3.0pp | 550.52%-518.1pp |
| Employer contribution / active EE | $1,088 | $3,613-69.9% | $3,022-64.0% | $4,662-76.7% |
| Participant deferral / active EE | $1,893 | $5,733-67.0% | $5,054-62.5% | $6,690-71.7% |
| Admin fee / account holder | $18 | $13,329-99.9% | $9,451-99.8% | $13,400-99.9% |