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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 | $110,930 | $308,351-64.0% | $255,893-56.7% | $428,746-74.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 88.2%+11.8pp |
| Annual return | 11.29% | -2.14%+13.4pp | -0.50%+11.8pp | 331.92%-320.6pp |
| Employer contribution / active EE | $0 | $6,439-100.0% | $5,407-100.0% | $8,363-100.0% |
| Participant deferral / active EE | $0 | $4,722-100.0% | $4,263-100.0% | $5,961-100.0% |
| Admin fee / account holder | $0 | $35,360-100.0% | $30,096-100.0% | $31,735-100.0% |