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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 | $16,540 | $181,896-90.9% | $156,551-89.4% | $273,972-94.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 15.82% | 30.74%-14.9pp | 32.23%-16.4pp | 41.46%-25.6pp |
| Employer contribution / active EE | $5,750 | $6,248-8.0% | $5,501+4.5% | $4,869+18.1% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $237 | $15,560-98.5% | $13,028-98.2% | $10,133-97.7% |