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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 | $37,882 | $254,759-85.1% | $216,567-82.5% | $198,609-80.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 26.36% | 10.04%+16.3pp | 12.94%+13.4pp | 202.70%-176.3pp |
| Employer contribution / active EE | $8,343 | $6,096+36.8% | $5,216+59.9% | $5,055+65.0% |
| Participant deferral / active EE | $15,441 | $6,948+122.2% | $6,191+149.4% | $6,977+121.3% |
| Admin fee / account holder | $104 | $26,311-99.6% | $21,981-99.5% | $19,030-99.5% |