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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 | $12,509 | $215,361-94.2% | $171,082-92.7% | $273,972-95.4% |
| Participation rate | 86.7% | 82.0%+4.6pp | 76.7%+10.0pp | 83.0%+3.7pp |
| Annual return | 0.00% | 25.14%-25.1pp | 32.56%-32.6pp | 41.46%-41.5pp |
| Employer contribution / active EE | $6,599 | $4,967+32.9% | $4,002+64.9% | $4,869+35.5% |
| Participant deferral / active EE | $4,730 | $5,543-14.7% | $4,797-1.4% | $5,287-10.5% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |