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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 | $3,226 | $110,337-97.1% | $102,383-96.8% | $145,877-97.8% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 14.65% | 24.83%-10.2pp | 24.94%-10.3pp | 551.28%-536.6pp |
| Employer contribution / active EE | $944 | $4,216-77.6% | $3,870-75.6% | $4,663-79.8% |
| Participant deferral / active EE | $2,159 | $5,621-61.6% | $5,060-57.3% | $6,691-67.7% |
| Admin fee / account holder | $98 | $9,750-99.0% | $8,391-98.8% | $13,402-99.3% |