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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 | $111,814-95.8% | $103,374-95.5% | $145,959-96.8% |
| Participation rate | 72.2% | 77.9%-5.7pp | 74.5%-2.3pp | 80.3%-8.1pp |
| Annual return | 33.24% | 24.77%+8.5pp | 24.89%+8.3pp | 561.95%-528.7pp |
| Employer contribution / active EE | $2,502 | $4,214-40.6% | $3,869-35.3% | $4,661-46.3% |
| Participant deferral / active EE | $3,184 | $5,618-43.3% | $5,058-37.0% | $6,689-52.4% |
| Admin fee / account holder | $249 | $9,754-97.4% | $8,394-97.0% | $13,398-98.1% |