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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 | $21,441 | $149,679-85.7% | $117,039-81.7% | $147,585-85.5% |
| Participation rate | 83.3% | 83.5%-0.2pp | 77.2%+6.1pp | 82.8%+0.5pp |
| Annual return | 17.08% | 19.31%-2.2pp | 18.95%-1.9pp | 578.58%-561.5pp |
| Employer contribution / active EE | $2,700 | $4,937-45.3% | $3,785-28.7% | $4,876-44.6% |
| Participant deferral / active EE | $0 | $4,912-100.0% | $3,929-100.0% | $5,439-100.0% |
| Admin fee / account holder | $44 | $7,856-99.4% | $5,974-99.3% | $10,886-99.6% |