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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 | $23,138 | $181,896-87.3% | $156,551-85.2% | $273,972-91.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.54% | 30.74%-22.2pp | 32.23%-23.7pp | 41.46%-32.9pp |
| Employer contribution / active EE | $1,928 | $6,248-69.1% | $5,501-64.9% | $4,869-60.4% |
| Participant deferral / active EE | $6,670 | $5,550+20.2% | $4,871+36.9% | $5,287+26.2% |
| Admin fee / account holder | $232 | $15,560-98.5% | $13,028-98.2% | $10,133-97.7% |