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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 | $87,166-96.9% | $76,735-96.4% | $137,256-98.0% |
| Participation rate | 87.5% | 74.4%+13.1pp | 69.5%+18.0pp | 80.0%+7.5pp |
| Annual return | 32.21% | 26.50%+5.7pp | 29.77%+2.4pp | 220.34%-188.1pp |
| Employer contribution / active EE | $908 | $2,904-68.7% | $2,454-63.0% | $4,156-78.1% |
| Participant deferral / active EE | $1,656 | $4,726-65.0% | $4,088-59.5% | $6,407-74.2% |
| Admin fee / account holder | $11 | $8,403-99.9% | $7,189-99.8% | $12,270-99.9% |