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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 | $15,944 | $136,307-88.3% | $106,619-85.0% | $273,972-94.2% |
| Participation rate | 90.0% | 84.8%+5.2pp | 78.0%+12.0pp | 83.0%+7.0pp |
| Annual return | 4.75% | 11.05%-6.3pp | 9.42%-4.7pp | 41.46%-36.7pp |
| Employer contribution / active EE | $5,004 | $5,190-3.6% | $3,947+26.8% | $4,869+2.8% |
| Participant deferral / active EE | $2,943 | $4,969-40.8% | $3,930-25.1% | $5,287-44.3% |
| Admin fee / account holder | $274 | $8,625-96.8% | $6,418-95.7% | $10,133-97.3% |