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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 | $24,008 | $272,150-91.2% | $271,250-91.1% | $259,158-90.7% |
| Participation rate | 100.0% | 100.0%0pp | 100.0%0pp | 95.8%+4.2pp |
| Annual return | 9.18% | 8.23%+0.9pp | 8.14%+1.0pp | 5.38%+3.8pp |
| Employer contribution / active EE | $0 | $26,442-100.0% | $26,869-100.0% | $22,268-100.0% |
| Participant deferral / active EE | $0 | $5,265-100.0% | $5,265-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $3,336-100.0% | $3,336-100.0% | $9,035-100.0% |