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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 | $11,229 | $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 | 7.85% | 25.14%-17.3pp | 32.56%-24.7pp | 41.46%-33.6pp |
| Employer contribution / active EE | $2,489 | $4,967-49.9% | $4,002-37.8% | $4,869-48.9% |
| Participant deferral / active EE | $6,016 | $5,543+8.5% | $4,797+25.4% | $5,287+13.8% |
| Admin fee / account holder | $269 | $10,846-97.5% | $8,520-96.8% | $10,133-97.3% |