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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 | $22,708 | $149,679-84.8% | $117,039-80.6% | $147,586-84.6% |
| Participation rate | 90.9% | 83.5%+7.4pp | 77.2%+13.7pp | 82.8%+8.1pp |
| Annual return | 16.43% | 19.31%-2.9pp | 18.95%-2.5pp | 578.59%-562.2pp |
| Employer contribution / active EE | $0 | $4,937-100.0% | $3,785-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $4,912-100.0% | $3,929-100.0% | $5,439-100.0% |
| Admin fee / account holder | $97 | $7,856-98.8% | $5,974-98.4% | $10,886-99.1% |