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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 | $26,891 | $181,896-85.2% | $156,551-82.8% | $273,972-90.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.31% | 30.74%-24.4pp | 32.23%-25.9pp | 41.46%-35.1pp |
| Employer contribution / active EE | $8,513 | $6,248+36.2% | $5,501+54.7% | $4,869+74.8% |
| Participant deferral / active EE | $5,082 | $5,550-8.4% | $4,871+4.3% | $5,287-3.9% |
| Admin fee / account holder | $154 | $15,560-99.0% | $13,028-98.8% | $10,133-98.5% |