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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 | $111,814-97.1% | $103,378-96.9% | $145,978-97.8% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 14.65% | 24.80%-10.1pp | 24.91%-10.3pp | 550.52%-535.9pp |
| Employer contribution / active EE | $944 | $4,215-77.6% | $3,870-75.6% | $4,662-79.7% |
| Participant deferral / active EE | $2,159 | $5,618-61.6% | $5,058-57.3% | $6,690-67.7% |
| Admin fee / account holder | $98 | $9,764-99.0% | $8,401-98.8% | $13,400-99.3% |