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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 | $7,016 | $93,064-92.5% | $74,577-90.6% | $273,972-97.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 7.97% | 26.18%-18.2pp | 20.47%-12.5pp | 41.46%-33.5pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,319 | $4,160-20.2% | $3,458-4.0% | $5,287-37.2% |
| Admin fee / account holder | $162 | $5,273-96.9% | $4,138-96.1% | $10,133-98.4% |