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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 | $24,477 | $201,344-87.8% | $184,243-86.7% | $145,877-83.2% |
| Participation rate | 72.7% | 87.5%-14.8pp | 86.8%-14.1pp | 80.3%-7.6pp |
| Annual return | 22.77% | 29.01%-6.2pp | 28.82%-6.0pp | 551.28%-528.5pp |
| Employer contribution / active EE | $3,012 | $7,022-57.1% | $6,427-53.1% | $4,663-35.4% |
| Participant deferral / active EE | $4,341 | $9,807-55.7% | $9,132-52.5% | $6,691-35.1% |
| Admin fee / account holder | $20 | $16,382-99.9% | $13,914-99.9% | $13,402-99.9% |