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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 | $3,374 | $105,960-96.8% | $81,726-95.9% | $158,982-97.9% |
| Participation rate | 83.3% | 75.6%+7.7pp | 72.0%+11.3pp | 82.0%+1.4pp |
| Annual return | 32.48% | 38.19%-5.7pp | 29.49%+3.0pp | 302.99%-270.5pp |
| Employer contribution / active EE | $645 | $7,805-91.7% | $4,311-85.0% | $4,763-86.5% |
| Participant deferral / active EE | $1,962 | $13,011-84.9% | $7,108-72.4% | $5,983-67.2% |
| Admin fee / account holder | $199 | $8,494-97.7% | $5,160-96.1% | $11,252-98.2% |