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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 | $1,889 | $99,380-98.1% | $90,312-97.9% | $155,188-98.8% |
| Participation rate | 100.0% | 77.3%+22.7pp | 72.9%+27.1pp | 80.8%+19.2pp |
| Annual return | 29.35% | 19.35%+10.0pp | 18.90%+10.5pp | 148.84%-119.5pp |
| Employer contribution / active EE | $782 | $2,390-67.3% | $2,243-65.1% | $4,248-81.6% |
| Participant deferral / active EE | $1,292 | $4,212-69.3% | $3,749-65.5% | $6,531-80.2% |
| Admin fee / account holder | $155 | $9,766-98.4% | $8,248-98.1% | $14,480-98.9% |