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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 | $31,114 | $167,415-81.4% | $140,514-77.9% | $198,609-84.3% |
| Participation rate | 81.8% | 80.9%+0.9pp | 77.8%+4.0pp | 82.4%-0.6pp |
| Annual return | 15.09% | 13.85%+1.2pp | 14.36%+0.7pp | 202.70%-187.6pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $5,579-100.0% | $4,919-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $16,730-100.0% | $13,697-100.0% | $19,030-100.0% |