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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 | $12,727 | $99,345-87.2% | $84,753-85.0% | $273,972-95.4% |
| Participation rate | 90.9% | 80.7%+10.2pp | 76.6%+14.3pp | 83.0%+7.9pp |
| Annual return | 58.42% | 22.93%+35.5pp | 22.78%+35.6pp | 41.46%+17.0pp |
| Employer contribution / active EE | $6,581 | $4,214+56.2% | $3,574+84.1% | $4,869+35.2% |
| Participant deferral / active EE | $3,623 | $4,270-15.1% | $3,712-2.4% | $5,287-31.5% |
| Admin fee / account holder | $94 | $6,645-98.6% | $5,333-98.2% | $10,133-99.1% |