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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 | $25,223 | $201,372-87.5% | $184,260-86.3% | $145,884-82.7% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 13.50% | 29.04%-15.5pp | 28.84%-15.3pp | 551.85%-538.4pp |
| Employer contribution / active EE | $2,807 | $7,024-60.0% | $6,427-56.3% | $4,662-39.8% |
| Participant deferral / active EE | $9,231 | $9,808-5.9% | $9,133+1.1% | $6,690+38.0% |
| Admin fee / account holder | $191 | $16,362-98.8% | $13,898-98.6% | $13,392-98.6% |