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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 | $29,663 | $181,896-83.7% | $156,551-81.1% | $273,972-89.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.59% | 30.74%-27.1pp | 32.23%-28.6pp | 41.46%-37.9pp |
| Employer contribution / active EE | $4,657 | $6,248-25.5% | $5,501-15.4% | $4,869-4.4% |
| Participant deferral / active EE | $4,800 | $5,550-13.5% | $4,871-1.5% | $5,287-9.2% |
| Admin fee / account holder | $155 | $15,560-99.0% | $13,028-98.8% | $10,133-98.5% |