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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 | $10,528 | $181,896-94.2% | $156,551-93.3% | $273,972-96.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 34.39% | 30.74%+3.6pp | 32.23%+2.2pp | 41.46%-7.1pp |
| Employer contribution / active EE | $2,797 | $6,248-55.2% | $5,501-49.2% | $4,869-42.6% |
| Participant deferral / active EE | $7,568 | $5,550+36.4% | $4,871+55.4% | $5,287+43.1% |
| Admin fee / account holder | $72 | $15,560-99.5% | $13,028-99.4% | $10,133-99.3% |