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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 | $18,240 | $199,109-90.8% | $173,730-89.5% | $154,746-88.2% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.6%-4.6pp | 80.7%-5.7pp |
| Annual return | 26.43% | 20.02%+6.4pp | 19.96%+6.5pp | 172.34%-145.9pp |
| Employer contribution / active EE | $1,640 | $5,311-69.1% | $4,577-64.2% | $4,379-62.5% |
| Participant deferral / active EE | $3,887 | $7,113-45.4% | $6,326-38.6% | $6,730-42.3% |
| Admin fee / account holder | $6 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |