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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 | $15,472 | $153,311-89.9% | $109,313-85.8% | $273,972-94.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 11.55% | 29.86%-18.3pp | 22.07%-10.5pp | 41.46%-29.9pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $9,894 | $3,932+151.6% | $3,166+212.5% | $5,287+87.1% |
| Admin fee / account holder | $51 | $8,076-99.4% | $5,666-99.1% | $10,133-99.5% |