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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 | $3,057 | $105,623-97.1% | $87,502-96.5% | $273,972-98.9% |
| Participation rate | 94.7% | 78.2%+16.5pp | 73.8%+20.9pp | 83.0%+11.7pp |
| Annual return | 14.23% | 12.26%+2.0pp | 12.21%+2.0pp | 41.46%-27.2pp |
| Employer contribution / active EE | $737 | $3,141-76.5% | $2,550-71.1% | $4,869-84.9% |
| Participant deferral / active EE | $2,082 | $3,601-42.2% | $3,149-33.9% | $5,287-60.6% |
| Admin fee / account holder | $41 | $4,781-99.1% | $4,221-99.0% | $10,133-99.6% |