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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 | $26,555 | $181,896-85.4% | $156,551-83.0% | $273,972-90.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.16% | 30.74%-27.6pp | 32.23%-29.1pp | 41.46%-38.3pp |
| Employer contribution / active EE | $3,054 | $6,248-51.1% | $5,501-44.5% | $4,869-37.3% |
| Participant deferral / active EE | $3,251 | $5,550-41.4% | $4,871-33.3% | $5,287-38.5% |
| Admin fee / account holder | $268 | $15,560-98.3% | $13,028-97.9% | $10,133-97.4% |