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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 | $15,365 | $181,896-91.6% | $156,551-90.2% | $273,972-94.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 14.08% | 30.74%-16.7pp | 32.23%-18.1pp | 41.46%-27.4pp |
| Employer contribution / active EE | $3,324 | $6,248-46.8% | $5,501-39.6% | $4,869-31.7% |
| Participant deferral / active EE | $6,181 | $5,550+11.4% | $4,871+26.9% | $5,287+16.9% |
| Admin fee / account holder | $95 | $15,560-99.4% | $13,028-99.3% | $10,133-99.1% |