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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 | $18,368 | $670,669-97.3% | $646,305-97.2% | $534,210-96.6% |
| Participation rate | 100.0% | 94.1%+5.9pp | 91.9%+8.1pp | 89.6%+10.4pp |
| Annual return | 24.02% | 8.89%+15.1pp | 8.68%+15.3pp | 10.40%+13.6pp |
| Employer contribution / active EE | $9,972 | $23,417-57.4% | $22,738-56.1% | $19,440-48.7% |
| Participant deferral / active EE | $0 | $6,069-100.0% | $5,920-100.0% | $11,136-100.0% |
| Admin fee / account holder | $132 | $18,821-99.3% | $18,028-99.3% | $14,821-99.1% |