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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 | $76 | $71,197-99.9% | $93,669-99.9% | $80,925-99.9% |
| Participation rate | 93.9% | 60.4%+33.5pp | 68.7%+25.2pp | 67.7%+26.3pp |
| Annual return | 13.68% | 11.27%+2.4pp | 133.59%-119.9pp | 35.65%-22.0pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $4,416-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $6,959-100.0% | $8,291-100.0% | $6,940-100.0% |