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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 | $8,513 | $199,109-95.7% | $173,730-95.1% | $154,746-94.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 0.00% | 20.02%-20.0pp | 19.96%-20.0pp | 172.34%-172.3pp |
| Employer contribution / active EE | $3,508 | $5,311-34.0% | $4,577-23.4% | $4,379-19.9% |
| Participant deferral / active EE | $5,000 | $7,113-29.7% | $6,326-21.0% | $6,730-25.7% |
| Admin fee / account holder | $1 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |