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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 | $23,903 | $181,896-86.9% | $156,551-84.7% | $273,972-91.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.48% | 30.74%-20.3pp | 32.23%-21.7pp | 41.46%-31.0pp |
| Employer contribution / active EE | $2,499 | $6,248-60.0% | $5,501-54.6% | $4,869-48.7% |
| Participant deferral / active EE | $2,778 | $5,550-49.9% | $4,871-43.0% | $5,287-47.4% |
| Admin fee / account holder | $229 | $15,560-98.5% | $13,028-98.2% | $10,133-97.7% |