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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 | $6,194 | $147,556-95.8% | $129,031-95.2% | $198,609-96.9% |
| Participation rate | 71.4% | 77.2%-5.8pp | 73.4%-1.9pp | 82.4%-10.9pp |
| Annual return | 24.82% | 37.41%-12.6pp | 34.67%-9.8pp | 202.70%-177.9pp |
| Employer contribution / active EE | $2,101 | $3,645-42.4% | $3,226-34.9% | $5,055-58.4% |
| Participant deferral / active EE | $1,898 | $5,760-67.0% | $5,217-63.6% | $6,977-72.8% |
| Admin fee / account holder | $24 | $15,467-99.8% | $13,208-99.8% | $19,030-99.9% |