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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 | $15,105 | $215,361-93.0% | $171,082-91.2% | $273,972-94.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 15.67% | 25.14%-9.5pp | 32.56%-16.9pp | 41.46%-25.8pp |
| Employer contribution / active EE | $3,900 | $4,967-21.5% | $4,002-2.6% | $4,869-19.9% |
| Participant deferral / active EE | $3,900 | $5,543-29.7% | $4,797-18.7% | $5,287-26.2% |
| Admin fee / account holder | $165 | $10,846-98.5% | $8,520-98.1% | $10,133-98.4% |