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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 | $24,218 | $181,896-86.7% | $156,551-84.5% | $273,972-91.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.43% | 30.74%-23.3pp | 32.23%-24.8pp | 41.46%-34.0pp |
| Employer contribution / active EE | $5,169 | $6,248-17.3% | $5,501-6.0% | $4,869+6.2% |
| Participant deferral / active EE | $6,467 | $5,550+16.5% | $4,871+32.8% | $5,287+22.3% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |