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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 | $11,223 | $117,859-90.5% | $102,438-89.0% | $145,959-92.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 18.72% | 31.72%-13.0pp | 29.37%-10.7pp | 561.95%-543.2pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,024-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $5,112 | $5,732-10.8% | $5,054+1.2% | $6,689-23.6% |
| Admin fee / account holder | $120 | $13,318-99.1% | $9,448-98.7% | $13,398-99.1% |