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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 | $54,972 | $275,752-80.1% | $256,809-78.6% | $198,609-72.3% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 12.72% | 34.81%-22.1pp | 32.73%-20.0pp | 202.70%-190.0pp |
| Employer contribution / active EE | $3,010 | $7,721-61.0% | $7,263-58.6% | $5,055-40.5% |
| Participant deferral / active EE | $11,055 | $10,037+10.1% | $9,520+16.1% | $6,977+58.5% |
| Admin fee / account holder | $179 | $25,716-99.3% | $25,146-99.3% | $19,030-99.1% |