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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 | $15,543 | $181,896-91.5% | $156,551-90.1% | $273,972-94.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.39% | 30.74%-26.4pp | 32.23%-27.8pp | 41.46%-37.1pp |
| Employer contribution / active EE | $5,731 | $6,248-8.3% | $5,501+4.2% | $4,869+17.7% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $293 | $15,560-98.1% | $13,028-97.8% | $10,133-97.1% |