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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 | $10,066 | $80,992-87.6% | $96,534-89.6% | $75,173-86.6% |
| Participation rate | 88.2% | 71.8%+16.4pp | 76.0%+12.3pp | 67.2%+21.0pp |
| Annual return | 31.98% | 27.05%+4.9pp | 25.88%+6.1pp | 160.72%-128.7pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,078 | $3,929+29.2% | $4,851+4.7% | $4,126+23.1% |
| Admin fee / account holder | $200 | $6,717-97.0% | $8,253-97.6% | $5,651-96.5% |