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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 | $6,011 | $110,278-94.5% | $95,740-93.7% | $139,466-95.7% |
| Participation rate | 84.6% | 75.7%+8.9pp | 72.3%+12.4pp | 80.3%+4.3pp |
| Annual return | 21.08% | 27.19%-6.1pp | 28.41%-7.3pp | 373.66%-352.6pp |
| Employer contribution / active EE | $346 | $3,260-89.4% | $2,836-87.8% | $4,754-92.7% |
| Participant deferral / active EE | $1,743 | $4,674-62.7% | $4,244-58.9% | $6,712-74.0% |
| Admin fee / account holder | $44 | $6,613-99.3% | $5,676-99.2% | $11,409-99.6% |