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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 | $5,608 | $118,496-95.3% | $98,461-94.3% | $139,466-96.0% |
| Participation rate | 83.3% | 77.5%+5.9pp | 75.2%+8.2pp | 80.3%+3.0pp |
| Annual return | 38.21% | 18.96%+19.3pp | 21.17%+17.0pp | 373.66%-335.5pp |
| Employer contribution / active EE | $1,930 | $3,611-46.6% | $3,049-36.7% | $4,754-59.4% |
| Participant deferral / active EE | $2,517 | $5,393-53.3% | $4,738-46.9% | $6,712-62.5% |
| Admin fee / account holder | $159 | $14,056-98.9% | $8,961-98.2% | $11,409-98.6% |