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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 | $2,736 | $107,733-97.5% | $92,985-97.1% | $154,746-98.2% |
| Participation rate | 87.5% | 74.6%+12.9pp | 69.5%+18.0pp | 80.7%+6.8pp |
| Annual return | 32.21% | 30.39%+1.8pp | 27.99%+4.2pp | 172.34%-140.1pp |
| Employer contribution / active EE | $908 | $3,126-71.0% | $2,662-65.9% | $4,379-79.3% |
| Participant deferral / active EE | $1,656 | $5,053-67.2% | $4,377-62.2% | $6,730-75.4% |
| Admin fee / account holder | $11 | $11,369-99.9% | $9,463-99.9% | $14,365-99.9% |