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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 | $74,535-99.9% | $100,712-99.9% | $82,637-99.9% |
| Participation rate | 93.9% | 61.2%+32.8pp | 69.3%+24.7pp | 68.1%+25.9pp |
| Annual return | 20.78% | 18.92%+1.9pp | 33.27%-12.5pp | 53.51%-32.7pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $3,074-100.0% | $4,085-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $6,576-100.0% | $9,256-100.0% | $7,339-100.0% |