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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 | $7,702 | $46,534-83.4% | $64,097-88.0% | $75,177-89.8% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 19.55% | 26.07%-6.5pp | 33.75%-14.2pp | 160.75%-141.2pp |
| Employer contribution / active EE | $0 | $1,976-100.0% | $2,750-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $931 | $2,835-67.2% | $3,881-76.0% | $4,126-77.4% |
| Admin fee / account holder | $258 | $2,957-91.3% | $3,070-91.6% | $5,651-95.4% |