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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 | $24,274 | $181,896-86.7% | $156,551-84.5% | $273,972-91.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.93% | 30.74%-20.8pp | 32.23%-22.3pp | 41.46%-31.5pp |
| Employer contribution / active EE | $2,182 | $6,248-65.1% | $5,501-60.3% | $4,869-55.2% |
| Participant deferral / active EE | $2,670 | $5,550-51.9% | $4,871-45.2% | $5,287-49.5% |
| Admin fee / account holder | $155 | $15,560-99.0% | $13,028-98.8% | $10,133-98.5% |