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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 | $2,939 | $110,278-97.3% | $95,740-96.9% | $139,466-97.9% |
| Participation rate | 90.9% | 75.7%+15.2pp | 72.3%+18.6pp | 80.3%+10.6pp |
| Annual return | 31.64% | 27.19%+4.5pp | 28.41%+3.2pp | 373.66%-342.0pp |
| Employer contribution / active EE | $1,035 | $3,260-68.2% | $2,836-63.5% | $4,754-78.2% |
| Participant deferral / active EE | $1,277 | $4,674-72.7% | $4,244-69.9% | $6,712-81.0% |
| Admin fee / account holder | $78 | $6,613-98.8% | $5,676-98.6% | $11,409-99.3% |