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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 | $8,550 | $176,794-95.2% | $146,647-94.2% | $167,553-94.9% |
| Participation rate | 91.7% | 83.6%+8.0pp | 80.1%+11.6pp | 82.1%+9.6pp |
| Annual return | 26.94% | 24.04%+2.9pp | 22.75%+4.2pp | 478.89%-452.0pp |
| Employer contribution / active EE | $1,695 | $5,161-67.2% | $4,137-59.0% | $4,840-65.0% |
| Participant deferral / active EE | $2,327 | $6,440-63.9% | $5,506-57.7% | $6,343-63.3% |
| Admin fee / account holder | $3 | $13,262-100.0% | $10,281-100.0% | $12,316-100.0% |