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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 | $6,489 | $153,769-95.8% | $133,975-95.2% | $273,972-97.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 27.22% | 36.51%-9.3pp | 29.29%-2.1pp | 41.46%-14.2pp |
| Employer contribution / active EE | $2,095 | $6,029-65.2% | $5,211-59.8% | $4,869-57.0% |
| Participant deferral / active EE | $3,240 | $6,958-53.4% | $6,282-48.4% | $5,287-38.7% |
| Admin fee / account holder | $47 | $11,765-99.6% | $9,324-99.5% | $10,133-99.5% |