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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 | $14,410 | $107,421-86.6% | $182,262-92.1% | $94,015-84.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 84.2%+15.8pp | 70.8%+29.2pp |
| Annual return | 21.04% | 21.32%-0.3pp | 140.60%-119.6pp | 17.84%+3.2pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $4,122 | $6,558-37.1% | $8,276-50.2% | $4,249-3.0% |
| Admin fee / account holder | $165 | $8,692-98.1% | $16,712-99.0% | $8,951-98.2% |