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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 | $213,785-90.9% | $185,441-89.5% | $155,188-87.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 26.75% | 19.97%+6.8pp | 20.16%+6.6pp | 148.84%-122.1pp |
| Employer contribution / active EE | $2,469 | $5,393-54.2% | $4,672-47.2% | $4,248-41.9% |
| Participant deferral / active EE | $9,240 | $6,864+34.6% | $6,152+50.2% | $6,531+41.5% |
| Admin fee / account holder | $59 | $21,134-99.7% | $17,890-99.7% | $14,480-99.6% |