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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 | $15,980 | $181,896-91.2% | $156,551-89.8% | $273,972-94.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 25.05% | 30.74%-5.7pp | 32.23%-7.2pp | 41.46%-16.4pp |
| Employer contribution / active EE | $5,078 | $6,248-18.7% | $5,501-7.7% | $4,869+4.3% |
| Participant deferral / active EE | $3,240 | $5,550-41.6% | $4,871-33.5% | $5,287-38.7% |
| Admin fee / account holder | $65 | $15,560-99.6% | $13,028-99.5% | $10,133-99.4% |