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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 | $23,860 | $153,769-84.5% | $133,975-82.2% | $273,972-91.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 11.79% | 36.51%-24.7pp | 29.29%-17.5pp | 41.46%-29.7pp |
| Employer contribution / active EE | $3,621 | $6,029-39.9% | $5,211-30.5% | $4,869-25.6% |
| Participant deferral / active EE | $9,201 | $6,958+32.2% | $6,282+46.5% | $5,287+74.0% |
| Admin fee / account holder | $50 | $11,765-99.6% | $9,324-99.5% | $10,133-99.5% |