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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 | $30,764 | $153,769-80.0% | $133,975-77.0% | $273,972-88.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.24% | 36.51%-31.3pp | 29.29%-24.0pp | 41.46%-36.2pp |
| Employer contribution / active EE | $7,301 | $6,029+21.1% | $5,211+40.1% | $4,869+50.0% |
| Participant deferral / active EE | $4,794 | $6,958-31.1% | $6,282-23.7% | $5,287-9.3% |
| Admin fee / account holder | $199 | $11,765-98.3% | $9,324-97.9% | $10,133-98.0% |