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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 | $102,245-97.3% | $89,340-96.9% | $137,256-98.0% |
| Participation rate | 87.5% | 74.9%+12.6pp | 69.6%+17.9pp | 80.0%+7.5pp |
| Annual return | 27.05% | 21.89%+5.2pp | 20.57%+6.5pp | 220.34%-193.3pp |
| Employer contribution / active EE | $686 | $2,529-72.9% | $2,231-69.2% | $4,156-83.5% |
| Participant deferral / active EE | $1,148 | $4,436-74.1% | $3,823-70.0% | $6,407-82.1% |
| Admin fee / account holder | $178 | $8,085-97.8% | $6,704-97.3% | $12,270-98.5% |