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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 | $5,951 | $178,174-96.7% | $156,181-96.2% | $137,256-95.7% |
| Participation rate | 82.4% | 82.0%+0.3pp | 78.8%+3.5pp | 80.0%+2.4pp |
| Annual return | 27.32% | 84.19%-56.9pp | 64.87%-37.5pp | 220.34%-193.0pp |
| Employer contribution / active EE | $1,165 | $4,972-76.6% | $4,294-72.9% | $4,156-72.0% |
| Participant deferral / active EE | $2,479 | $6,888-64.0% | $6,132-59.6% | $6,407-61.3% |
| Admin fee / account holder | $85 | $17,404-99.5% | $14,586-99.4% | $12,270-99.3% |