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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 | $22,185 | $138,312-84.0% | $122,979-82.0% | $155,188-85.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 24.32% | 22.06%+2.3pp | 20.12%+4.2pp | 148.84%-124.5pp |
| Employer contribution / active EE | $3,799 | $3,530+7.6% | $3,062+24.0% | $4,248-10.6% |
| Participant deferral / active EE | $6,190 | $5,592+10.7% | $5,003+23.7% | $6,531-5.2% |
| Admin fee / account holder | $40 | $15,089-99.7% | $12,864-99.7% | $14,480-99.7% |