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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 | $11,283 | $215,361-94.8% | $171,082-93.4% | $273,972-95.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 13.73% | 25.14%-11.4pp | 32.56%-18.8pp | 41.46%-27.7pp |
| Employer contribution / active EE | $2,139 | $4,967-56.9% | $4,002-46.6% | $4,869-56.1% |
| Participant deferral / active EE | $4,270 | $5,543-23.0% | $4,797-11.0% | $5,287-19.2% |
| Admin fee / account holder | $14 | $10,846-99.9% | $8,520-99.8% | $10,133-99.9% |