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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 | $16,739 | $181,896-90.8% | $156,551-89.3% | $273,972-93.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.44% | 30.74%-20.3pp | 32.23%-21.8pp | 41.46%-31.0pp |
| Employer contribution / active EE | $1,922 | $6,248-69.2% | $5,501-65.1% | $4,869-60.5% |
| Participant deferral / active EE | $6,980 | $5,550+25.8% | $4,871+43.3% | $5,287+32.0% |
| Admin fee / account holder | $173 | $15,560-98.9% | $13,028-98.7% | $10,133-98.3% |