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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 | $4,221 | $152,394-97.2% | $124,067-96.6% | $155,188-97.3% |
| Participation rate | 95.7% | 68.8%+26.8pp | 66.9%+28.8pp | 80.8%+14.8pp |
| Annual return | 40.51% | 34.93%+5.6pp | 31.06%+9.5pp | 148.84%-108.3pp |
| Employer contribution / active EE | $1,963 | $2,398-18.1% | $2,166-9.4% | $4,248-53.8% |
| Participant deferral / active EE | $829 | $3,823-78.3% | $3,463-76.1% | $6,531-87.3% |
| Admin fee / account holder | $259 | $6,949-96.3% | $7,351-96.5% | $14,480-98.2% |