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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 | $99,380-97.5% | $90,312-97.3% | $155,188-98.4% |
| Participation rate | 75.0% | 77.3%-2.3pp | 72.9%+2.1pp | 80.8%-5.8pp |
| Annual return | 24.70% | 19.35%+5.4pp | 18.90%+5.8pp | 148.84%-124.1pp |
| Employer contribution / active EE | $790 | $2,390-67.0% | $2,243-64.8% | $4,248-81.4% |
| Participant deferral / active EE | $1,268 | $4,212-69.9% | $3,749-66.2% | $6,531-80.6% |
| Admin fee / account holder | $24 | $9,766-99.8% | $8,248-99.7% | $14,480-99.8% |