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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 | $9,129 | $110,379-91.7% | $102,412-91.1% | $145,884-93.7% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 27.98% | 24.84%+3.1pp | 24.94%+3.0pp | 551.85%-523.9pp |
| Employer contribution / active EE | $1,090 | $4,216-74.2% | $3,870-71.8% | $4,662-76.6% |
| Participant deferral / active EE | $3,646 | $5,622-35.2% | $5,060-28.0% | $6,690-45.5% |
| Admin fee / account holder | $33 | $9,745-99.7% | $8,388-99.6% | $13,392-99.8% |