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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 | $31,496 | $181,896-82.7% | $156,551-79.9% | $273,972-88.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 17.04% | 30.74%-13.7pp | 32.23%-15.2pp | 41.46%-24.4pp |
| Employer contribution / active EE | $7,736 | $6,248+23.8% | $5,501+40.6% | $4,869+58.9% |
| Participant deferral / active EE | $4,281 | $5,550-22.9% | $4,871-12.1% | $5,287-19.0% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |