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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 | $21,003 | $156,616-86.6% | $133,346-84.2% | $198,609-89.4% |
| Participation rate | 71.4% | 77.7%-6.3pp | 72.8%-1.4pp | 82.4%-10.9pp |
| Annual return | 7.83% | 44.25%-36.4pp | 36.85%-29.0pp | 202.70%-194.9pp |
| Employer contribution / active EE | $0 | $3,368-100.0% | $2,853-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,332-100.0% | $6,977-100.0% |
| Admin fee / account holder | $105 | $17,468-99.4% | $14,264-99.3% | $19,030-99.4% |