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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 | $26,986 | $181,896-85.2% | $156,551-82.8% | $273,972-90.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.09% | 30.74%-24.6pp | 32.23%-26.1pp | 41.46%-35.4pp |
| Employer contribution / active EE | $1,648 | $6,248-73.6% | $5,501-70.1% | $4,869-66.2% |
| Participant deferral / active EE | $3,349 | $5,550-39.7% | $4,871-31.2% | $5,287-36.7% |
| Admin fee / account holder | $188 | $15,560-98.8% | $13,028-98.6% | $10,133-98.1% |