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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 | $20,330 | $135,956-85.0% | $123,894-83.6% | $273,972-92.6% |
| Participation rate | 95.0% | 84.1%+10.9pp | 81.4%+13.6pp | 83.0%+12.0pp |
| Annual return | 10.83% | 56.63%-45.8pp | 47.52%-36.7pp | 41.46%-30.6pp |
| Employer contribution / active EE | $6,004 | $5,170+16.1% | $4,617+30.0% | $4,869+23.3% |
| Participant deferral / active EE | $6,586 | $6,343+3.8% | $5,984+10.1% | $5,287+24.6% |
| Admin fee / account holder | $179 | $9,817-98.2% | $8,357-97.9% | $10,133-98.2% |