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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 | $14,719 | $135,956-89.2% | $123,894-88.1% | $273,972-94.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.23% | 56.63%-47.4pp | 47.52%-38.3pp | 41.46%-32.2pp |
| Employer contribution / active EE | $5,182 | $5,170+0.2% | $4,617+12.2% | $4,869+6.4% |
| Participant deferral / active EE | $3,328 | $6,343-47.5% | $5,984-44.4% | $5,287-37.1% |
| Admin fee / account holder | $88 | $9,817-99.1% | $8,357-98.9% | $10,133-99.1% |