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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 | $23,750 | $181,896-86.9% | $156,551-84.8% | $273,972-91.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 40.73% | 30.74%+10.0pp | 32.23%+8.5pp | 41.46%-0.7pp |
| Employer contribution / active EE | $9,872 | $6,248+58.0% | $5,501+79.4% | $4,869+102.8% |
| Participant deferral / active EE | $4,280 | $5,550-22.9% | $4,871-12.1% | $5,287-19.1% |
| Admin fee / account holder | $280 | $15,560-98.2% | $13,028-97.9% | $10,133-97.2% |