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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 | $25,068 | $181,896-86.2% | $156,551-84.0% | $273,972-90.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 47.81% | 30.74%+17.1pp | 32.23%+15.6pp | 41.46%+6.4pp |
| Employer contribution / active EE | $6,824 | $6,248+9.2% | $5,501+24.0% | $4,869+40.2% |
| Participant deferral / active EE | $5,431 | $5,550-2.1% | $4,871+11.5% | $5,287+2.7% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |