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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 | $5,714 | $97,751-94.2% | $103,447-94.5% | $145,877-96.1% |
| Participation rate | 85.7% | 81.1%+4.6pp | 80.5%+5.2pp | 80.3%+5.4pp |
| Annual return | 32.27% | 25.43%+6.8pp | 23.92%+8.4pp | 551.28%-519.0pp |
| Employer contribution / active EE | $1,388 | $4,684-70.4% | $4,678-70.3% | $4,663-70.2% |
| Participant deferral / active EE | $2,164 | $6,603-67.2% | $6,624-67.3% | $6,691-67.7% |
| Admin fee / account holder | $287 | $12,515-97.7% | $9,415-96.9% | $13,402-97.9% |