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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 | $2,452 | $102,245-97.6% | $89,340-97.3% | $137,256-98.2% |
| Participation rate | 75.0% | 74.9%+0.1pp | 69.6%+5.4pp | 80.0%-5.0pp |
| Annual return | 24.70% | 21.89%+2.8pp | 20.57%+4.1pp | 220.34%-195.6pp |
| Employer contribution / active EE | $790 | $2,529-68.8% | $2,231-64.6% | $4,156-81.0% |
| Participant deferral / active EE | $1,268 | $4,436-71.4% | $3,823-66.8% | $6,407-80.2% |
| Admin fee / account holder | $24 | $8,085-99.7% | $6,704-99.6% | $12,270-99.8% |