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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 | $13,862 | $165,939-91.6% | $122,354-88.7% | $147,586-90.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 15.99% | 34.56%-18.6pp | 30.28%-14.3pp | 578.59%-562.6pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,067 | $4,005-73.4% | $3,287-67.6% | $5,439-80.4% |
| Admin fee / account holder | $196 | $7,425-97.4% | $5,479-96.4% | $10,886-98.2% |