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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 | $15,850 | $215,361-92.6% | $171,082-90.7% | $273,972-94.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 9.20% | 25.14%-15.9pp | 32.56%-23.4pp | 41.46%-32.3pp |
| Employer contribution / active EE | $1,910 | $4,967-61.6% | $4,002-52.3% | $4,869-60.8% |
| Participant deferral / active EE | $4,833 | $5,543-12.8% | $4,797+0.7% | $5,287-8.6% |
| Admin fee / account holder | $102 | $10,846-99.1% | $8,520-98.8% | $10,133-99.0% |