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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 | $19,458 | $199,109-90.2% | $173,730-88.8% | $154,746-87.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 26.75% | 20.02%+6.7pp | 19.96%+6.8pp | 172.34%-145.6pp |
| Employer contribution / active EE | $2,469 | $5,311-53.5% | $4,577-46.1% | $4,379-43.6% |
| Participant deferral / active EE | $9,240 | $7,113+29.9% | $6,326+46.1% | $6,730+37.3% |
| Admin fee / account holder | $59 | $20,916-99.7% | $17,523-99.7% | $14,365-99.6% |