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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 | $20,231 | $181,896-88.9% | $156,551-87.1% | $273,972-92.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.50% | 30.74%-20.2pp | 32.23%-21.7pp | 41.46%-31.0pp |
| Employer contribution / active EE | $2,239 | $6,248-64.2% | $5,501-59.3% | $4,869-54.0% |
| Participant deferral / active EE | $6,703 | $5,550+20.8% | $4,871+37.6% | $5,287+26.8% |
| Admin fee / account holder | $122 | $15,560-99.2% | $13,028-99.1% | $10,133-98.8% |