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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 | $15,267 | $65,034-76.5% | $90,970-83.2% | $79,856-80.9% |
| Participation rate | 93.1% | 61.6%+31.5pp | 69.0%+24.1pp | 69.6%+23.5pp |
| Annual return | 11.51% | 30.45%-18.9pp | 134.60%-123.1pp | 31.71%-20.2pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,741-100.0% |
| Admin fee / account holder | $41 | $4,536-99.1% | $5,961-99.3% | $5,306-99.2% |