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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 | $21,459 | $181,896-88.2% | $156,551-86.3% | $273,972-92.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 18.43% | 30.74%-12.3pp | 32.23%-13.8pp | 41.46%-23.0pp |
| Employer contribution / active EE | $3,139 | $6,248-49.8% | $5,501-42.9% | $4,869-35.5% |
| Participant deferral / active EE | $9,319 | $5,550+67.9% | $4,871+91.3% | $5,287+76.3% |
| Admin fee / account holder | $49 | $15,560-99.7% | $13,028-99.6% | $10,133-99.5% |