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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 | $106,974-97.7% | $90,796-97.3% | $138,895-98.2% |
| Participation rate | 75.0% | 74.9%+0.1pp | 69.5%+5.5pp | 79.9%-4.9pp |
| Annual return | 24.70% | 20.10%+4.6pp | 19.29%+5.4pp | 145.39%-120.7pp |
| Employer contribution / active EE | $790 | $2,609-69.7% | $2,294-65.6% | $4,194-81.2% |
| Participant deferral / active EE | $1,268 | $4,455-71.5% | $3,822-66.8% | $6,396-80.2% |
| Admin fee / account holder | $24 | $8,626-99.7% | $7,024-99.7% | $12,562-99.8% |