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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 | $6,153 | $110,410-94.4% | $102,437-94.0% | $145,897-95.8% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.9pp |
| Annual return | 22.93% | 24.85%-1.9pp | 24.95%-2.0pp | 552.29%-529.4pp |
| Employer contribution / active EE | $1,225 | $4,217-70.9% | $3,871-68.3% | $4,663-73.7% |
| Participant deferral / active EE | $1,842 | $5,622-67.2% | $5,060-63.6% | $6,689-72.5% |
| Admin fee / account holder | $16 | $9,745-99.8% | $8,388-99.8% | $13,390-99.9% |