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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 | $22,913 | $147,594-84.5% | $121,871-81.2% | $198,609-88.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.2%+26.8pp | 82.4%+17.6pp |
| Annual return | 9.35% | 12.94%-3.6pp | 13.57%-4.2pp | 202.70%-193.3pp |
| Employer contribution / active EE | $0 | $3,007-100.0% | $2,731-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $5,168-100.0% | $4,318-100.0% | $6,977-100.0% |
| Admin fee / account holder | $19 | $15,134-99.9% | $11,551-99.8% | $19,030-99.9% |