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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 | $11,960 | $215,361-94.4% | $171,082-93.0% | $273,972-95.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 12.21% | 25.14%-12.9pp | 32.56%-20.3pp | 41.46%-29.2pp |
| Employer contribution / active EE | $7,119 | $4,967+43.3% | $4,002+77.9% | $4,869+46.2% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $45 | $10,846-99.6% | $8,520-99.5% | $10,133-99.6% |