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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 | $3,170 | $362,881-99.1% | $342,735-99.1% | $531,493-99.4% |
| Participation rate | 100.0% | 90.7%+9.3pp | 85.4%+14.6pp | 86.9%+13.1pp |
| Annual return | 4.79% | 10.83%-6.0pp | 11.05%-6.3pp | 9.90%-5.1pp |
| Employer contribution / active EE | $0 | $19,413-100.0% | $19,601-100.0% | $22,507-100.0% |
| Participant deferral / active EE | $0 | $8,941-100.0% | $8,360-100.0% | $6,071-100.0% |
| Admin fee / account holder | $0 | $866-100.0% | $1,244-100.0% | $42,466-100.0% |