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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 | $6,267 | $181,896-96.6% | $156,551-96.0% | $273,972-97.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 28.94% | 30.74%-1.8pp | 32.23%-3.3pp | 41.46%-12.5pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,688 | $5,550-33.6% | $4,871-24.3% | $5,287-30.3% |
| Admin fee / account holder | $79 | $15,560-99.5% | $13,028-99.4% | $10,133-99.2% |