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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 | $10,998 | $103,957-89.4% | $69,182-84.1% | $273,968-96.0% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 5.65% | 35.28%-29.6pp | -21.94%+27.6pp | 41.45%-35.8pp |
| Employer contribution / active EE | $0 | $1,781-100.0% | $1,205-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,896-100.0% | $5,287-100.0% |
| Admin fee / account holder | $221 | $3,671-94.0% | $2,697-91.8% | $10,132-97.8% |