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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 | $18,902 | $181,896-89.6% | $156,551-87.9% | $273,972-93.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.13% | 30.74%-25.6pp | 32.23%-27.1pp | 41.46%-36.3pp |
| Employer contribution / active EE | $1,591 | $6,248-74.5% | $5,501-71.1% | $4,869-67.3% |
| Participant deferral / active EE | $3,581 | $5,550-35.5% | $4,871-26.5% | $5,287-32.3% |
| Admin fee / account holder | $138 | $15,560-99.1% | $13,028-98.9% | $10,133-98.6% |