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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 | $12,278 | $136,307-91.0% | $106,619-88.5% | $273,972-95.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 28.00% | 11.05%+16.9pp | 9.42%+18.6pp | 41.46%-13.5pp |
| Employer contribution / active EE | $4,018 | $5,190-22.6% | $3,947+1.8% | $4,869-17.5% |
| Participant deferral / active EE | $3,360 | $4,969-32.4% | $3,930-14.5% | $5,287-36.4% |
| Admin fee / account holder | $60 | $8,625-99.3% | $6,418-99.1% | $10,133-99.4% |