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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 | $16,063 | $73,988-78.3% | $96,538-83.4% | $75,177-78.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 13.56% | 26.73%-13.2pp | 35.74%-22.2pp | 160.75%-147.2pp |
| Employer contribution / active EE | $1,433 | $2,930-51.1% | $3,740-61.7% | $2,671-46.4% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $136 | $5,220-97.4% | $6,737-98.0% | $5,651-97.6% |