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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 | $17,987 | $135,956-86.8% | $123,894-85.5% | $273,972-93.4% |
| Participation rate | 87.5% | 84.1%+3.4pp | 81.4%+6.1pp | 83.0%+4.5pp |
| Annual return | 77.13% | 56.63%+20.5pp | 47.52%+29.6pp | 41.46%+35.7pp |
| Employer contribution / active EE | $6,588 | $5,170+27.4% | $4,617+42.7% | $4,869+35.3% |
| Participant deferral / active EE | $6,740 | $6,343+6.3% | $5,984+12.6% | $5,287+27.5% |
| Admin fee / account holder | $53 | $9,817-99.5% | $8,357-99.4% | $10,133-99.5% |