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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 | $51,087 | $254,759-79.9% | $216,567-76.4% | $198,609-74.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 18.15% | 10.04%+8.1pp | 12.94%+5.2pp | 202.70%-184.6pp |
| Employer contribution / active EE | $8,414 | $6,096+38.0% | $5,216+61.3% | $5,055+66.4% |
| Participant deferral / active EE | $7,857 | $6,948+13.1% | $6,191+26.9% | $6,977+12.6% |
| Admin fee / account holder | $0 | $26,311-100.0% | $21,981-100.0% | $19,030-100.0% |