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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 | $26,125 | $153,769-83.0% | $133,975-80.5% | $273,972-90.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.89% | 36.51%-30.6pp | 29.29%-23.4pp | 41.46%-35.6pp |
| Employer contribution / active EE | $8,563 | $6,029+42.0% | $5,211+64.3% | $4,869+75.9% |
| Participant deferral / active EE | $7,580 | $6,958+8.9% | $6,282+20.7% | $5,287+43.4% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |