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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 | $17,361 | $153,311-88.7% | $109,313-84.1% | $273,972-93.7% |
| Participation rate | 94.7% | 80.1%+14.7pp | 71.3%+23.5pp | 83.0%+11.7pp |
| Annual return | 18.33% | 29.86%-11.5pp | 22.07%-3.7pp | 41.46%-23.1pp |
| Employer contribution / active EE | $3,729 | $5,619-33.6% | $3,892-4.2% | $4,869-23.4% |
| Participant deferral / active EE | $7,175 | $3,932+82.5% | $3,166+126.6% | $5,287+35.7% |
| Admin fee / account holder | $26 | $8,076-99.7% | $5,666-99.5% | $10,133-99.7% |