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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 | $21,138 | $213,785-90.1% | $185,441-88.6% | $155,188-86.4% |
| Participation rate | 90.9% | 83.2%+7.7pp | 80.3%+10.6pp | 80.8%+10.1pp |
| Annual return | 25.23% | 19.97%+5.3pp | 20.16%+5.1pp | 148.84%-123.6pp |
| Employer contribution / active EE | $1,973 | $5,393-63.4% | $4,672-57.8% | $4,248-53.6% |
| Participant deferral / active EE | $6,002 | $6,864-12.6% | $6,152-2.4% | $6,531-8.1% |
| Admin fee / account holder | $32 | $21,134-99.8% | $17,890-99.8% | $14,480-99.8% |