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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 | $13,920 | $67,411-79.4% | $91,004-84.7% | $70,126-80.2% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 18.39% | -40.16%+58.6pp | 4.60%+13.8pp | 73.15%-54.8pp |
| Employer contribution / active EE | $1,623 | $1,786-9.1% | $2,456-33.9% | $2,343-30.7% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $177 | $4,236-95.8% | $5,417-96.7% | $4,645-96.2% |