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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 | $6,047 | $78,672-92.3% | $109,163-94.5% | $85,856-93.0% |
| Participation rate | 84.0% | 68.3%+15.7pp | 75.9%+8.1pp | 69.3%+14.7pp |
| Annual return | 28.97% | 25.09%+3.9pp | 25.75%+3.2pp | 318.58%-289.6pp |
| Employer contribution / active EE | $2,069 | $2,734-24.3% | $3,723-44.4% | $2,565-19.4% |
| Participant deferral / active EE | $1,848 | $3,467-46.7% | $4,654-60.3% | $3,952-53.2% |
| Admin fee / account holder | $5 | $5,470-99.9% | $6,754-99.9% | $6,261-99.9% |