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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 | $10,235 | $181,896-94.4% | $156,551-93.5% | $273,972-96.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 41.08% | 30.74%+10.3pp | 32.23%+8.9pp | 41.46%-0.4pp |
| Employer contribution / active EE | $5,224 | $6,248-16.4% | $5,501-5.0% | $4,869+7.3% |
| Participant deferral / active EE | $2,705 | $5,550-51.3% | $4,871-44.5% | $5,287-48.8% |
| Admin fee / account holder | $221 | $15,560-98.6% | $13,028-98.3% | $10,133-97.8% |