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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 | $3,249 | $101,618-96.8% | $93,063-96.5% | $137,256-97.6% |
| Participation rate | 83.3% | 74.9%+8.4pp | 72.1%+11.2pp | 80.0%+3.4pp |
| Annual return | 30.96% | 223.95%-193.0pp | 34.15%-3.2pp | 220.34%-189.4pp |
| Employer contribution / active EE | $824 | $2,707-69.6% | $2,476-66.7% | $4,156-80.2% |
| Participant deferral / active EE | $1,139 | $4,279-73.4% | $3,958-71.2% | $6,407-82.2% |
| Admin fee / account holder | $111 | $6,198-98.2% | $6,033-98.2% | $12,270-99.1% |