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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 | $7,931 | $181,896-95.6% | $156,551-94.9% | $273,972-97.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.65% | 30.74%-26.1pp | 32.23%-27.6pp | 41.46%-36.8pp |
| Employer contribution / active EE | $3,697 | $6,248-40.8% | $5,501-32.8% | $4,869-24.1% |
| Participant deferral / active EE | $1,963 | $5,550-64.6% | $4,871-59.7% | $5,287-62.9% |
| Admin fee / account holder | $54 | $15,560-99.7% | $13,028-99.6% | $10,133-99.5% |