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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 | $91 | $73,787-99.9% | $98,716-99.9% | $82,448-99.9% |
| Participation rate | 93.9% | 61.4%+32.5pp | 69.3%+24.6pp | 68.1%+25.9pp |
| Annual return | 20.78% | 18.57%+2.2pp | 31.81%-11.0pp | 41.64%-20.9pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $3,081-100.0% | $4,048-100.0% | $4,139-100.0% |
| Admin fee / account holder | $0 | $6,500-100.0% | $8,703-100.0% | $7,234-100.0% |