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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 | $106,175 | $575,287-81.5% | $143,843-26.2% | $575,287-81.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 100.0%0pp | 88.5%+11.5pp |
| Annual return | 22.54% | 7.52%+15.0pp | 15.90%+6.6pp | 7.52%+15.0pp |
| Employer contribution / active EE | $4,477 | $26,761-83.3% | $2,774+61.4% | $26,761-83.3% |
| Participant deferral / active EE | $11,034 | $6,006+83.7% | $7,747+42.4% | $6,006+83.7% |
| Admin fee / account holder | $278 | $17,721-98.4% | $157+77.6% | $17,721-98.4% |