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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 | $26,679 | $153,769-82.7% | $133,975-80.1% | $273,972-90.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.06% | 36.51%-31.4pp | 29.29%-24.2pp | 41.46%-36.4pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,815 | $6,958-59.5% | $6,282-55.2% | $5,287-46.8% |
| Admin fee / account holder | $289 | $11,765-97.5% | $9,324-96.9% | $10,133-97.1% |