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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 | $4,738 | $114,013-95.8% | $103,693-95.4% | $155,188-96.9% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 80.8%-5.8pp |
| Annual return | 21.28% | 49.31%-28.0pp | 47.61%-26.3pp | 148.84%-127.6pp |
| Employer contribution / active EE | $975 | $3,131-68.9% | $2,920-66.6% | $4,248-77.1% |
| Participant deferral / active EE | $1,498 | $4,970-69.9% | $4,579-67.3% | $6,531-77.1% |
| Admin fee / account holder | $17 | $8,407-99.8% | $7,858-99.8% | $14,480-99.9% |