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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 | $106,532 | $507,760-79.0% | $505,189-78.9% | $534,210-80.1% |
| Participation rate | 100.0% | 91.3%+8.7pp | 90.4%+9.6pp | 89.6%+10.4pp |
| Annual return | 29.01% | 13.03%+16.0pp | 13.03%+16.0pp | 10.40%+18.6pp |
| Employer contribution / active EE | $7,492 | $15,890-52.9% | $16,213-53.8% | $19,440-61.5% |
| Participant deferral / active EE | $781 | $13,485-94.2% | $13,093-94.0% | $11,136-93.0% |
| Admin fee / account holder | $0 | $6,250-100.0% | $6,372-100.0% | $14,821-100.0% |