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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 | $27,560 | $181,896-84.8% | $156,551-82.4% | $273,972-89.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.54% | 30.74%-21.2pp | 32.23%-22.7pp | 41.46%-31.9pp |
| Employer contribution / active EE | $5,086 | $6,248-18.6% | $5,501-7.6% | $4,869+4.5% |
| Participant deferral / active EE | $10,132 | $5,550+82.6% | $4,871+108.0% | $5,287+91.6% |
| Admin fee / account holder | $217 | $15,560-98.6% | $13,028-98.3% | $10,133-97.9% |