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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 | $15,014 | $117,859-87.3% | $102,438-85.3% | $145,959-89.7% |
| Participation rate | 70.0% | 78.6%-8.6pp | 76.5%-6.5pp | 80.3%-10.3pp |
| Annual return | 10.42% | 31.72%-21.3pp | 29.37%-18.9pp | 561.95%-551.5pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,024-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,818 | $5,732-33.4% | $5,054-24.5% | $6,689-42.9% |
| Admin fee / account holder | $18 | $13,318-99.9% | $9,448-99.8% | $13,398-99.9% |