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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 | $106,974-97.4% | $90,796-97.0% | $138,895-98.0% |
| Participation rate | 87.5% | 74.9%+12.6pp | 69.5%+18.0pp | 79.9%+7.6pp |
| Annual return | 27.05% | 20.10%+7.0pp | 19.29%+7.8pp | 145.39%-118.3pp |
| Employer contribution / active EE | $686 | $2,609-73.7% | $2,294-70.1% | $4,194-83.6% |
| Participant deferral / active EE | $1,148 | $4,455-74.2% | $3,822-70.0% | $6,396-82.1% |
| Admin fee / account holder | $178 | $8,626-97.9% | $7,024-97.5% | $12,562-98.6% |