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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 | $18,840 | $181,896-89.6% | $156,551-88.0% | $273,972-93.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.63% | 30.74%-26.1pp | 32.23%-27.6pp | 41.46%-36.8pp |
| Employer contribution / active EE | $1,994 | $6,248-68.1% | $5,501-63.8% | $4,869-59.0% |
| Participant deferral / active EE | $4,218 | $5,550-24.0% | $4,871-13.4% | $5,287-20.2% |
| Admin fee / account holder | $90 | $15,560-99.4% | $13,028-99.3% | $10,133-99.1% |