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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 | $6,134 | $174,379-96.5% | $152,093-96.0% | $138,895-95.6% |
| Participation rate | 71.4% | 81.6%-10.2pp | 77.8%-6.3pp | 79.9%-8.5pp |
| Annual return | 33.47% | 74.86%-41.4pp | 66.36%-32.9pp | 145.39%-111.9pp |
| Employer contribution / active EE | $1,309 | $4,652-71.9% | $4,175-68.6% | $4,194-68.8% |
| Participant deferral / active EE | $3,910 | $6,159-36.5% | $5,451-28.3% | $6,396-38.9% |
| Admin fee / account holder | $5 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |