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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 | $25,839 | $306,023-91.6% | $306,023-91.6% | $309,303-91.6% |
| Participation rate | 100.0% | 99.6%+0.4pp | 99.6%+0.4pp | 96.2%+3.8pp |
| Annual return | 7.63% | 10.35%-2.7pp | 10.51%-2.9pp | 6.50%+1.1pp |
| Employer contribution / active EE | $0 | $33,877-100.0% | $34,401-100.0% | $25,613-100.0% |
| Participant deferral / active EE | $0 | $8,201-100.0% | $7,898-100.0% | $6,481-100.0% |
| Admin fee / account holder | $0 | $17,975-100.0% | $17,975-100.0% | $31,748-100.0% |