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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 | $30,362 | $181,896-83.3% | $156,551-80.6% | $273,972-88.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.30% | 30.74%-23.4pp | 32.23%-24.9pp | 41.46%-34.2pp |
| Employer contribution / active EE | $1,888 | $6,248-69.8% | $5,501-65.7% | $4,869-61.2% |
| Participant deferral / active EE | $9,600 | $5,550+73.0% | $4,871+97.1% | $5,287+81.6% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |