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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 | $2,579 | $107,809-97.6% | $97,032-97.3% | $155,188-98.3% |
| Participation rate | 85.0% | 75.5%+9.5pp | 71.6%+13.4pp | 80.8%+4.2pp |
| Annual return | 22.03% | 38.06%-16.0pp | 35.38%-13.3pp | 148.84%-126.8pp |
| Employer contribution / active EE | $592 | $2,911-79.7% | $2,629-77.5% | $4,248-86.1% |
| Participant deferral / active EE | $959 | $5,129-81.3% | $4,672-79.5% | $6,531-85.3% |
| Admin fee / account holder | $250 | $10,717-97.7% | $9,418-97.3% | $14,480-98.3% |