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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 | $11,856 | $181,896-93.5% | $156,551-92.4% | $273,972-95.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.48% | 30.74%-26.3pp | 32.23%-27.7pp | 41.46%-37.0pp |
| Employer contribution / active EE | $4,945 | $6,248-20.8% | $5,501-10.1% | $4,869+1.6% |
| Participant deferral / active EE | $3,213 | $5,550-42.1% | $4,871-34.0% | $5,287-39.2% |
| Admin fee / account holder | $225 | $15,560-98.6% | $13,028-98.3% | $10,133-97.8% |