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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 | $4,677 | $110,337-95.8% | $102,383-95.4% | $145,877-96.8% |
| Participation rate | 72.2% | 77.9%-5.7pp | 74.5%-2.3pp | 80.3%-8.1pp |
| Annual return | 33.24% | 24.83%+8.4pp | 24.94%+8.3pp | 551.28%-518.0pp |
| Employer contribution / active EE | $2,502 | $4,216-40.7% | $3,870-35.4% | $4,663-46.3% |
| Participant deferral / active EE | $3,184 | $5,621-43.3% | $5,060-37.1% | $6,691-52.4% |
| Admin fee / account holder | $249 | $9,750-97.4% | $8,391-97.0% | $13,402-98.1% |