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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 | $8,731 | $135,956-93.6% | $123,894-93.0% | $273,972-96.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 15.73% | 56.63%-40.9pp | 47.52%-31.8pp | 41.46%-25.7pp |
| Employer contribution / active EE | $2,688 | $5,170-48.0% | $4,617-41.8% | $4,869-44.8% |
| Participant deferral / active EE | $3,386 | $6,343-46.6% | $5,984-43.4% | $5,287-36.0% |
| Admin fee / account holder | $102 | $9,817-99.0% | $8,357-98.8% | $10,133-99.0% |