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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 | $199,109-89.4% | $173,730-87.8% | $154,746-86.3% |
| Participation rate | 90.9% | 82.8%+8.1pp | 79.6%+11.3pp | 80.7%+10.2pp |
| Annual return | 25.23% | 20.02%+5.2pp | 19.96%+5.3pp | 172.34%-147.1pp |
| Employer contribution / active EE | $1,973 | $5,311-62.9% | $4,577-56.9% | $4,379-54.9% |
| Participant deferral / active EE | $6,002 | $7,113-15.6% | $6,326-5.1% | $6,730-10.8% |
| Admin fee / account holder | $32 | $20,916-99.8% | $17,523-99.8% | $14,365-99.8% |