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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 | $13,137 | $56,110-76.6% | $94,993-86.2% | $70,131-81.3% |
| Participation rate | 85.7% | 65.0%+20.7pp | 73.9%+11.8pp | 69.5%+16.2pp |
| Annual return | 14.55% | 51.02%-36.5pp | 27.12%-12.6pp | 73.14%-58.6pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,152 | $2,391-10.0% | $3,317-35.1% | $3,332-35.4% |
| Admin fee / account holder | $274 | $3,456-92.1% | $4,960-94.5% | $4,645-94.1% |