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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 | $6,731 | $199,109-96.6% | $173,730-96.1% | $154,746-95.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 18.95% | 20.02%-1.1pp | 19.96%-1.0pp | 172.34%-153.4pp |
| Employer contribution / active EE | $2,147 | $5,311-59.6% | $4,577-53.1% | $4,379-51.0% |
| Participant deferral / active EE | $6,452 | $7,113-9.3% | $6,326+2.0% | $6,730-4.1% |
| Admin fee / account holder | $104 | $20,916-99.5% | $17,523-99.4% | $14,365-99.3% |