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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 | $2,414 | $117,433-97.9% | $99,475-97.6% | $152,897-98.4% |
| Participation rate | 88.9% | 77.5%+11.3pp | 73.8%+15.1pp | 82.5%+6.4pp |
| Annual return | 38.60% | 31.87%+6.7pp | 30.72%+7.9pp | 345.43%-306.8pp |
| Employer contribution / active EE | $527 | $3,013-82.5% | $2,540-79.3% | $4,764-88.9% |
| Participant deferral / active EE | $1,013 | $4,086-75.2% | $3,619-72.0% | $5,851-82.7% |
| Admin fee / account holder | $14 | $7,634-99.8% | $6,252-99.8% | $11,599-99.9% |