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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 | $29,470 | $181,896-83.8% | $156,551-81.2% | $273,972-89.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 36.77% | 30.74%+6.0pp | 32.23%+4.5pp | 41.46%-4.7pp |
| Employer contribution / active EE | $2,830 | $6,248-54.7% | $5,501-48.6% | $4,869-41.9% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $155 | $15,560-99.0% | $13,028-98.8% | $10,133-98.5% |