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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 | $8,687 | $110,337-92.1% | $102,383-91.5% | $145,877-94.0% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.9pp |
| Annual return | 28.49% | 24.83%+3.7pp | 24.94%+3.6pp | 551.28%-522.8pp |
| Employer contribution / active EE | $1,973 | $4,216-53.2% | $3,870-49.0% | $4,663-57.7% |
| Participant deferral / active EE | $3,668 | $5,621-34.7% | $5,060-27.5% | $6,691-45.2% |
| Admin fee / account holder | $19 | $9,750-99.8% | $8,391-99.8% | $13,402-99.9% |