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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 | $25,120 | $177,156-85.8% | $147,027-82.9% | $154,746-83.8% |
| Participation rate | 91.7% | 79.4%+12.3pp | 73.7%+17.9pp | 80.7%+11.0pp |
| Annual return | 29.83% | 21.94%+7.9pp | 20.23%+9.6pp | 172.34%-142.5pp |
| Employer contribution / active EE | $3,362 | $4,336-22.5% | $3,626-7.3% | $4,379-23.2% |
| Participant deferral / active EE | $5,194 | $5,797-10.4% | $4,933+5.3% | $6,730-22.8% |
| Admin fee / account holder | $0 | $14,904-100.0% | $12,223-100.0% | $14,365-100.0% |