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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 | $185,312-96.1% | $161,489-95.6% | $154,746-95.4% |
| Participation rate | 71.4% | 82.5%-11.0pp | 78.7%-7.3pp | 80.7%-9.3pp |
| Annual return | 25.01% | 103.84%-78.8pp | 89.72%-64.7pp | 172.34%-147.3pp |
| Employer contribution / active EE | $1,397 | $4,769-70.7% | $4,268-67.3% | $4,379-68.1% |
| Participant deferral / active EE | $2,384 | $6,350-62.4% | $5,630-57.6% | $6,730-64.6% |
| Admin fee / account holder | $54 | $18,654-99.7% | $16,006-99.7% | $14,365-99.6% |