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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 | $2,284 | $110,278-97.9% | $95,740-97.6% | $139,466-98.4% |
| Participation rate | 87.5% | 75.7%+11.8pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 35.48% | 27.19%+8.3pp | 28.41%+7.1pp | 373.66%-338.2pp |
| Employer contribution / active EE | $1,074 | $3,260-67.0% | $2,836-62.1% | $4,754-77.4% |
| Participant deferral / active EE | $1,815 | $4,674-61.2% | $4,244-57.2% | $6,712-73.0% |
| Admin fee / account holder | $200 | $6,613-97.0% | $5,676-96.5% | $11,409-98.2% |