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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 | $26,798 | $262,251-89.8% | $250,986-89.3% | $287,034-90.7% |
| Participation rate | 91.7% | 61.9%+29.7pp | 50.6%+41.1pp | 55.9%+35.8pp |
| Annual return | 11.35% | 34.49%-23.1pp | 32.33%-21.0pp | 24.44%-13.1pp |
| Employer contribution / active EE | $11,450 | $35,997-68.2% | $33,956-66.3% | $41,344-72.3% |
| Participant deferral / active EE | $0 | $42-100.0% | $43-100.0% | $55-100.0% |
| Admin fee / account holder | $136 | $10,641-98.7% | $10,141-98.7% | $22,013-99.4% |