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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 | $16,969 | $135,956-87.5% | $123,894-86.3% | $273,972-93.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.30% | 56.63%-52.3pp | 47.52%-43.2pp | 41.46%-37.2pp |
| Employer contribution / active EE | $1,713 | $5,170-66.9% | $4,617-62.9% | $4,869-64.8% |
| Participant deferral / active EE | $4,159 | $6,343-34.4% | $5,984-30.5% | $5,287-21.3% |
| Admin fee / account holder | $210 | $9,817-97.9% | $8,357-97.5% | $10,133-97.9% |