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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 | $2,645 | $100,125-97.4% | $81,482-96.8% | $145,978-98.2% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.5%+18.0pp | 80.3%+7.2pp |
| Annual return | 19.24% | 34.44%-15.2pp | 24.79%-5.5pp | 550.52%-531.3pp |
| Employer contribution / active EE | $664 | $2,977-77.7% | $2,463-73.0% | $4,662-85.8% |
| Participant deferral / active EE | $1,068 | $4,609-76.8% | $3,885-72.5% | $6,690-84.0% |
| Admin fee / account holder | $186 | $8,198-97.7% | $5,761-96.8% | $13,400-98.6% |