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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 | $27,729 | $181,896-84.8% | $156,551-82.3% | $273,972-89.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.20% | 30.74%-21.5pp | 32.23%-23.0pp | 41.46%-32.3pp |
| Employer contribution / active EE | $5,864 | $6,248-6.2% | $5,501+6.6% | $4,869+20.4% |
| Participant deferral / active EE | $5,532 | $5,550-0.3% | $4,871+13.6% | $5,287+4.6% |
| Admin fee / account holder | $188 | $15,560-98.8% | $13,028-98.6% | $10,133-98.1% |