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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 | $106,524-86.5% | $152,301-90.5% | $87,485-83.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 21.04% | 26.89%-5.8pp | 80.50%-59.5pp | 26.06%-5.0pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,122 | $6,525-36.8% | $8,004-48.5% | $4,274-3.5% |
| Admin fee / account holder | $165 | $8,287-98.0% | $14,398-98.9% | $7,775-97.9% |