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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 | $19,395 | $215,361-91.0% | $171,082-88.7% | $273,972-92.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 16.58% | 25.14%-8.6pp | 32.56%-16.0pp | 41.46%-24.9pp |
| Employer contribution / active EE | $1,273 | $4,967-74.4% | $4,002-68.2% | $4,869-73.8% |
| Participant deferral / active EE | $6,767 | $5,543+22.1% | $4,797+41.0% | $5,287+28.0% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |