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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 | $16,015 | $153,769-89.6% | $133,975-88.0% | $273,972-94.2% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.1%-3.7pp | 83.0%+0.3pp |
| Annual return | 0.00% | 36.51%-36.5pp | 29.29%-29.3pp | 41.46%-41.5pp |
| Employer contribution / active EE | $6,517 | $6,029+8.1% | $5,211+25.1% | $4,869+33.8% |
| Participant deferral / active EE | $6,781 | $6,958-2.5% | $6,282+8.0% | $5,287+28.3% |
| Admin fee / account holder | $30 | $11,765-99.7% | $9,324-99.7% | $10,133-99.7% |