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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 | $227,725 | $484,799-53.0% | $62,529+264.2% | $484,799-53.0% |
| Participation rate | 100.0% | 91.1%+8.9pp | 96.6%+3.4pp | 91.1%+8.9pp |
| Annual return | 9.02% | 5.95%+3.1pp | 9.13%-0.1pp | 5.95%+3.1pp |
| Employer contribution / active EE | $4,299 | $27,493-84.4% | $4,187+2.7% | $27,493-84.4% |
| Participant deferral / active EE | $3,200 | $6,572-51.3% | $4,156-23.0% | $6,572-51.3% |
| Admin fee / account holder | $0 | $18,209-100.0% | $858-100.0% | $18,209-100.0% |