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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 | $31,126 | $181,898-82.9% | $156,552-80.1% | $273,970-88.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 13.70% | 30.74%-17.0pp | 32.23%-18.5pp | 41.46%-27.8pp |
| Employer contribution / active EE | $9,039 | $6,248+44.7% | $5,501+64.3% | $4,869+85.7% |
| Participant deferral / active EE | $3,407 | $5,550-38.6% | $4,871-30.1% | $5,287-35.6% |
| Admin fee / account holder | $119 | $15,560-99.2% | $13,028-99.1% | $10,132-98.8% |