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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 | $20,406 | $181,896-88.8% | $156,551-87.0% | $273,972-92.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.81% | 30.74%-24.9pp | 32.23%-26.4pp | 41.46%-35.6pp |
| Employer contribution / active EE | $2,239 | $6,248-64.2% | $5,501-59.3% | $4,869-54.0% |
| Participant deferral / active EE | $3,568 | $5,550-35.7% | $4,871-26.7% | $5,287-32.5% |
| Admin fee / account holder | $181 | $15,560-98.8% | $13,028-98.6% | $10,133-98.2% |