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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 | $6,006 | $107,809-94.4% | $97,032-93.8% | $155,188-96.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 25.04% | 38.06%-13.0pp | 35.38%-10.3pp | 148.84%-123.8pp |
| Employer contribution / active EE | $2,512 | $2,911-13.7% | $2,629-4.4% | $4,248-40.9% |
| Participant deferral / active EE | $4,402 | $5,129-14.2% | $4,672-5.8% | $6,531-32.6% |
| Admin fee / account holder | $180 | $10,717-98.3% | $9,418-98.1% | $14,480-98.8% |