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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 | $15,974 | $165,939-90.4% | $122,354-86.9% | $147,586-89.2% |
| Participation rate | 90.0% | 79.6%+10.4pp | 71.6%+18.4pp | 82.8%+7.2pp |
| Annual return | 19.24% | 34.56%-15.3pp | 30.28%-11.0pp | 578.59%-559.4pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,608 | $4,005-59.9% | $3,287-51.1% | $5,439-70.4% |
| Admin fee / account holder | $19 | $7,425-99.7% | $5,479-99.7% | $10,886-99.8% |