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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 | $14,431 | $127,779-88.7% | $106,551-86.5% | $167,518-91.4% |
| Participation rate | 83.3% | 78.3%+5.1pp | 76.1%+7.2pp | 82.1%+1.2pp |
| Annual return | 38.11% | 33.87%+4.2pp | 26.80%+11.3pp | 478.71%-440.6pp |
| Employer contribution / active EE | $2,503 | $3,427-27.0% | $2,819-11.2% | $4,838-48.3% |
| Participant deferral / active EE | $5,937 | $5,088+16.7% | $4,398+35.0% | $6,342-6.4% |
| Admin fee / account holder | $8 | $11,228-99.9% | $7,408-99.9% | $12,312-99.9% |