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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 | $19,252 | $181,896-89.4% | $156,551-87.7% | $273,972-93.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 25.56% | 30.74%-5.2pp | 32.23%-6.7pp | 41.46%-15.9pp |
| Employer contribution / active EE | $5,136 | $6,248-17.8% | $5,501-6.6% | $4,869+5.5% |
| Participant deferral / active EE | $9,124 | $5,550+64.4% | $4,871+87.3% | $5,287+72.6% |
| Admin fee / account holder | $288 | $15,560-98.1% | $13,028-97.8% | $10,133-97.2% |