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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 | $15,091 | $99,345-84.8% | $84,753-82.2% | $273,972-94.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.57% | 22.93%-16.4pp | 22.78%-16.2pp | 41.46%-34.9pp |
| Employer contribution / active EE | $4,854 | $4,214+15.2% | $3,574+35.8% | $4,869-0.3% |
| Participant deferral / active EE | $5,919 | $4,270+38.6% | $3,712+59.5% | $5,287+11.9% |
| Admin fee / account holder | $213 | $6,645-96.8% | $5,333-96.0% | $10,133-97.9% |