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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 | $12,990 | $93,064-86.0% | $74,577-82.6% | $273,972-95.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 21.39% | 26.18%-4.8pp | 20.47%+0.9pp | 41.46%-20.1pp |
| Employer contribution / active EE | $4,189 | $3,160+32.6% | $2,525+65.9% | $4,869-14.0% |
| Participant deferral / active EE | $5,463 | $4,160+31.3% | $3,458+58.0% | $5,287+3.3% |
| Admin fee / account holder | $82 | $5,273-98.5% | $4,138-98.0% | $10,133-99.2% |