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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 | $15,644 | $181,896-91.4% | $156,551-90.0% | $273,972-94.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.11% | 30.74%-23.6pp | 32.23%-25.1pp | 41.46%-34.3pp |
| Employer contribution / active EE | $3,383 | $6,248-45.9% | $5,501-38.5% | $4,869-30.5% |
| Participant deferral / active EE | $3,176 | $5,550-42.8% | $4,871-34.8% | $5,287-39.9% |
| Admin fee / account holder | $284 | $15,560-98.2% | $13,028-97.8% | $10,133-97.2% |