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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 | $17,492 | $181,898-90.4% | $156,551-88.8% | $273,968-93.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 45.64% | 30.74%+14.9pp | 32.23%+13.4pp | 41.45%+4.2pp |
| Employer contribution / active EE | $5,413 | $6,248-13.4% | $5,501-1.6% | $4,869+11.2% |
| Participant deferral / active EE | $4,557 | $5,550-17.9% | $4,871-6.4% | $5,287-13.8% |
| Admin fee / account holder | $279 | $15,560-98.2% | $13,028-97.9% | $10,132-97.2% |