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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 | $27,132 | $153,769-82.4% | $133,975-79.7% | $273,972-90.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 40.65% | 36.51%+4.1pp | 29.29%+11.4pp | 41.46%-0.8pp |
| Employer contribution / active EE | $2,589 | $6,029-57.1% | $5,211-50.3% | $4,869-46.8% |
| Participant deferral / active EE | $18,000 | $6,958+158.7% | $6,282+186.5% | $5,287+240.4% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |