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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 | $4,978 | $113,338-95.6% | $94,993-94.8% | $147,585-96.6% |
| Participation rate | 82.4% | 78.0%+4.4pp | 73.9%+8.5pp | 82.8%-0.5pp |
| Annual return | 20.26% | 20.80%-0.5pp | 27.14%-6.9pp | 578.58%-558.3pp |
| Employer contribution / active EE | $175 | $3,160-94.5% | $2,603-93.3% | $4,876-96.4% |
| Participant deferral / active EE | $499 | $3,777-86.8% | $3,317-85.0% | $5,439-90.8% |
| Admin fee / account holder | $34 | $6,063-99.4% | $4,960-99.3% | $10,886-99.7% |