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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 | $7,300 | $91,559-92.0% | $133,978-94.6% | $79,856-90.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 17.18% | 61.85%-44.7pp | 45.10%-27.9pp | 31.71%-14.5pp |
| Employer contribution / active EE | $1,166 | $2,384-51.1% | $3,919-70.2% | $2,471-52.8% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,741-100.0% |
| Admin fee / account holder | $85 | $6,321-98.6% | $8,930-99.0% | $5,306-98.4% |