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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 | $77,569 | $785,698-90.1% | $694,382-88.8% | $554,306-86.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 77.1%+22.9pp | 84.6%+15.4pp |
| Annual return | 15.18% | 9.34%+5.8pp | 9.66%+5.5pp | 10.47%+4.7pp |
| Employer contribution / active EE | $6,097 | $27,225-77.6% | $25,660-76.2% | $25,289-75.9% |
| Participant deferral / active EE | $7,107 | $1,297+447.8% | $1,431+396.6% | $3,690+92.6% |
| Admin fee / account holder | $0 | $18,173-100.0% | $15,543-100.0% | $49,540-100.0% |