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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 | $185,141-85.3% | $153,416-82.3% | $155,188-82.5% |
| Participation rate | 80.0% | 79.9%+0.1pp | 74.3%+5.7pp | 80.8%-0.8pp |
| Annual return | 19.66% | 18.72%+0.9pp | 17.84%+1.8pp | 148.84%-129.2pp |
| Employer contribution / active EE | $8,757 | $4,489+95.1% | $3,764+132.7% | $4,248+106.2% |
| Participant deferral / active EE | $0 | $5,477-100.0% | $4,723-100.0% | $6,531-100.0% |
| Admin fee / account holder | $278 | $16,005-98.3% | $13,095-97.9% | $14,480-98.1% |