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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 | $20,010 | $136,860-85.4% | $120,344-83.4% | $154,746-87.1% |
| Participation rate | 88.2% | 79.9%+8.3pp | 76.7%+11.5pp | 80.7%+7.5pp |
| Annual return | 38.29% | 21.38%+16.9pp | 20.30%+18.0pp | 172.34%-134.0pp |
| Employer contribution / active EE | $2,739 | $3,533-22.5% | $3,020-9.3% | $4,379-37.5% |
| Participant deferral / active EE | $5,035 | $5,793-13.1% | $5,135-1.9% | $6,730-25.2% |
| Admin fee / account holder | $42 | $15,393-99.7% | $12,742-99.7% | $14,365-99.7% |