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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 | $11,887 | $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 | 7.46% | 30.74%-23.3pp | 32.23%-24.8pp | 41.46%-34.0pp |
| Employer contribution / active EE | $2,297 | $6,248-63.2% | $5,501-58.3% | $4,869-52.8% |
| Participant deferral / active EE | $4,663 | $5,550-16.0% | $4,871-4.3% | $5,287-11.8% |
| Admin fee / account holder | $191 | $15,560-98.8% | $13,028-98.5% | $10,133-98.1% |