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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 | $8,473 | $86,050-90.2% | $189,758-95.5% | $94,015-91.0% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 14.46% | 17.77%-3.3pp | 52.62%-38.2pp | 17.84%-3.4pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,443 | $3,349-27.0% | $5,856-58.3% | $4,249-42.5% |
| Admin fee / account holder | $291 | $6,627-95.6% | $20,388-98.6% | $8,951-96.7% |