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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 | $106,749-86.5% | $145,433-90.1% | $82,448-82.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 21.04% | 27.59%-6.5pp | 66.58%-45.5pp | 41.64%-20.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,122 | $6,519-36.8% | $7,897-47.8% | $4,139-0.4% |
| Admin fee / account holder | $165 | $8,390-98.0% | $13,129-98.7% | $7,234-97.7% |