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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 | $16,055 | $140,578-88.6% | $100,671-84.1% | $125,389-87.2% |
| Participation rate | 90.0% | 80.4%+9.6pp | 70.7%+19.3pp | 83.2%+6.8pp |
| Annual return | 1.48% | 24.67%-23.2pp | 20.43%-19.0pp | 282.24%-280.8pp |
| Employer contribution / active EE | $0 | $5,965-100.0% | $4,012-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,087 | $3,981-72.7% | $3,144-65.4% | $5,352-79.7% |
| Admin fee / account holder | $284 | $6,716-95.8% | $4,850-94.1% | $9,541-97.0% |