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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 | $7,149 | $172,111-95.8% | $150,298-95.2% | $137,256-94.8% |
| Participation rate | 71.4% | 81.7%-10.3pp | 77.8%-6.3pp | 80.0%-8.5pp |
| Annual return | 25.01% | 69.37%-44.4pp | 62.79%-37.8pp | 220.34%-195.3pp |
| Employer contribution / active EE | $1,397 | $4,636-69.9% | $4,154-66.4% | $4,156-66.4% |
| Participant deferral / active EE | $2,384 | $6,166-61.3% | $5,453-56.3% | $6,407-62.8% |
| Admin fee / account holder | $54 | $16,471-99.7% | $14,116-99.6% | $12,270-99.6% |