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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 | $18,527 | $228,352-91.9% | $185,835-90.0% | $158,966-88.3% |
| Participation rate | 92.3% | 82.3%+10.0pp | 78.0%+14.3pp | 82.0%+10.3pp |
| Annual return | 34.64% | 40.81%-6.2pp | 35.96%-1.3pp | 302.95%-268.3pp |
| Employer contribution / active EE | $1,450 | $4,967-70.8% | $4,087-64.5% | $4,762-69.6% |
| Participant deferral / active EE | $6,718 | $6,416+4.7% | $5,633+19.3% | $5,983+12.3% |
| Admin fee / account holder | $290 | $11,867-97.6% | $9,502-96.9% | $11,250-97.4% |