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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 | $3,223 | $111,814-97.1% | $103,378-96.9% | $145,978-97.8% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 11.61% | 24.80%-13.2pp | 24.91%-13.3pp | 550.52%-538.9pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,523 | $5,618-72.9% | $5,058-69.9% | $6,690-77.2% |
| Admin fee / account holder | $69 | $9,764-99.3% | $8,401-99.2% | $13,400-99.5% |