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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 | $61,767 | $545,454-88.7% | $534,296-88.4% | $430,769-85.7% |
| Participation rate | 100.0% | 94.8%+5.2pp | 92.1%+7.9pp | 90.6%+9.4pp |
| Annual return | 4.30% | -0.06%+4.4pp | 0.02%+4.3pp | 10.77%-6.5pp |
| Employer contribution / active EE | $0 | $34,675-100.0% | $34,080-100.0% | $26,022-100.0% |
| Participant deferral / active EE | $0 | $3,733-100.0% | $3,667-100.0% | $6,968-100.0% |
| Admin fee / account holder | $14 | $11,320-99.9% | $11,850-99.9% | $18,309-99.9% |