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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 | $20,548 | $88,672-76.8% | $105,223-80.5% | $82,448-75.1% |
| Participation rate | 96.6% | 67.9%+28.6pp | 75.0%+21.5pp | 68.1%+28.5pp |
| Annual return | 36.42% | 30.86%+5.6pp | 180.65%-144.2pp | 41.64%-5.2pp |
| Employer contribution / active EE | $3,094 | $3,048+1.5% | $3,689-16.1% | $2,551+21.3% |
| Participant deferral / active EE | $6,086 | $4,036+50.8% | $5,072+20.0% | $4,139+47.0% |
| Admin fee / account holder | $259 | $7,146-96.4% | $8,859-97.1% | $7,234-96.4% |