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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 | $11,537 | $215,361-94.6% | $171,082-93.3% | $273,972-95.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 10.21% | 25.14%-14.9pp | 32.56%-22.3pp | 41.46%-31.2pp |
| Employer contribution / active EE | $431 | $4,967-91.3% | $4,002-89.2% | $4,869-91.2% |
| Participant deferral / active EE | $833 | $5,543-85.0% | $4,797-82.6% | $5,287-84.3% |
| Admin fee / account holder | $139 | $10,846-98.7% | $8,520-98.4% | $10,133-98.6% |