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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 | $4,810 | $76,551-93.7% | $123,894-96.1% | $62,881-92.4% |
| Participation rate | 98.2% | 73.0%+25.2pp | 81.4%+16.8pp | 69.3%+28.9pp |
| Annual return | 23.20% | 18.68%+4.5pp | 47.52%-24.3pp | 20.14%+3.1pp |
| Employer contribution / active EE | $1,479 | $2,882-48.7% | $4,617-68.0% | $2,281-35.2% |
| Participant deferral / active EE | $2,785 | $4,840-42.4% | $5,984-53.5% | $3,203-13.0% |
| Admin fee / account holder | $105 | $4,826-97.8% | $8,357-98.7% | $4,296-97.6% |