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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 | $102,371 | $554,306-81.5% | $165,764-38.2% | $554,306-81.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 75.0%+25.0pp | 84.6%+15.4pp |
| Annual return | 19.17% | 10.47%+8.7pp | 12.05%+7.1pp | 10.47%+8.7pp |
| Employer contribution / active EE | $3,474 | $25,289-86.3% | $8,536-59.3% | $25,289-86.3% |
| Participant deferral / active EE | $5,758 | $3,690+56.1% | $5,534+4.1% | $3,690+56.1% |
| Admin fee / account holder | $60 | $49,540-99.9% | $33,661-99.8% | $49,540-99.9% |