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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 | $4,431 | $104,251-95.7% | $91,004-95.1% | $147,586-97.0% |
| Participation rate | 80.0% | 78.2%+1.8pp | 75.6%+4.4pp | 82.8%-2.8pp |
| Annual return | 25.06% | 27.06%-2.0pp | 4.60%+20.5pp | 578.59%-553.5pp |
| Employer contribution / active EE | $944 | $3,116-69.7% | $2,456-61.6% | $4,876-80.6% |
| Participant deferral / active EE | $1,348 | $4,195-67.9% | $3,548-62.0% | $5,439-75.2% |
| Admin fee / account holder | $226 | $8,948-97.5% | $5,417-95.8% | $10,886-97.9% |