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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 | $2,746 | $99,380-97.2% | $90,312-97.0% | $155,188-98.2% |
| Participation rate | 87.5% | 77.3%+10.2pp | 72.9%+14.6pp | 80.8%+6.7pp |
| Annual return | 27.05% | 19.35%+7.7pp | 18.90%+8.2pp | 148.84%-121.8pp |
| Employer contribution / active EE | $686 | $2,390-71.3% | $2,243-69.4% | $4,248-83.8% |
| Participant deferral / active EE | $1,148 | $4,212-72.7% | $3,749-69.4% | $6,531-82.4% |
| Admin fee / account holder | $178 | $9,766-98.2% | $8,248-97.8% | $14,480-98.8% |