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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 | $3,502 | $110,278-96.8% | $95,740-96.3% | $139,466-97.5% |
| Participation rate | 80.0% | 75.7%+4.3pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 20.84% | 27.19%-6.3pp | 28.41%-7.6pp | 373.66%-352.8pp |
| Employer contribution / active EE | $1,148 | $3,260-64.8% | $2,836-59.5% | $4,754-75.8% |
| Participant deferral / active EE | $1,346 | $4,674-71.2% | $4,244-68.3% | $6,712-79.9% |
| Admin fee / account holder | $295 | $6,613-95.5% | $5,676-94.8% | $11,409-97.4% |