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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 | $21,417 | $181,898-88.2% | $156,552-86.3% | $273,970-92.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.03% | 30.74%-24.7pp | 32.23%-26.2pp | 41.46%-35.4pp |
| Employer contribution / active EE | $11,110 | $6,248+77.8% | $5,501+101.9% | $4,869+128.2% |
| Participant deferral / active EE | $10,918 | $5,550+96.7% | $4,871+124.1% | $5,287+106.5% |
| Admin fee / account holder | $170 | $15,560-98.9% | $13,028-98.7% | $10,132-98.3% |