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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 | $18,662 | $181,896-89.7% | $156,551-88.1% | $273,972-93.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 12.74% | 30.74%-18.0pp | 32.23%-19.5pp | 41.46%-28.7pp |
| Employer contribution / active EE | $2,157 | $6,248-65.5% | $5,501-60.8% | $4,869-55.7% |
| Participant deferral / active EE | $7,770 | $5,550+40.0% | $4,871+59.5% | $5,287+47.0% |
| Admin fee / account holder | $32 | $15,560-99.8% | $13,028-99.8% | $10,133-99.7% |