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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 | $33,707 | $254,759-86.8% | $216,567-84.4% | $198,609-83.0% |
| Participation rate | 92.3% | 84.5%+7.8pp | 81.6%+10.7pp | 82.4%+9.9pp |
| Annual return | 21.28% | 10.04%+11.2pp | 12.94%+8.3pp | 202.70%-181.4pp |
| Employer contribution / active EE | $3,337 | $6,096-45.3% | $5,216-36.0% | $5,055-34.0% |
| Participant deferral / active EE | $7,268 | $6,948+4.6% | $6,191+17.4% | $6,977+4.2% |
| Admin fee / account holder | $25 | $26,311-99.9% | $21,981-99.9% | $19,030-99.9% |