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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 | $26,807 | $181,896-85.3% | $156,551-82.9% | $273,972-90.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 32.24% | 30.74%+1.5pp | 32.23%0pp | 41.46%-9.2pp |
| Employer contribution / active EE | $4,910 | $6,248-21.4% | $5,501-10.8% | $4,869+0.8% |
| Participant deferral / active EE | $4,630 | $5,550-16.6% | $4,871-4.9% | $5,287-12.4% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |