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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 | $23,500 | $181,896-87.1% | $156,551-85.0% | $273,972-91.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.22% | 30.74%-24.5pp | 32.23%-26.0pp | 41.46%-35.2pp |
| Employer contribution / active EE | $2,471 | $6,248-60.5% | $5,501-55.1% | $4,869-49.3% |
| Participant deferral / active EE | $3,842 | $5,550-30.8% | $4,871-21.1% | $5,287-27.3% |
| Admin fee / account holder | $272 | $15,560-98.3% | $13,028-97.9% | $10,133-97.3% |