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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 | $27,145 | $177,156-84.7% | $147,027-81.5% | $154,746-82.5% |
| Participation rate | 80.0% | 79.4%+0.6pp | 73.7%+6.3pp | 80.7%-0.7pp |
| Annual return | 19.66% | 21.94%-2.3pp | 20.23%-0.6pp | 172.34%-152.7pp |
| Employer contribution / active EE | $8,757 | $4,336+101.9% | $3,626+141.5% | $4,379+100.0% |
| Participant deferral / active EE | $0 | $5,797-100.0% | $4,933-100.0% | $6,730-100.0% |
| Admin fee / account holder | $278 | $14,904-98.1% | $12,223-97.7% | $14,365-98.1% |