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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 | $6,009 | $117,904-94.9% | $102,457-94.1% | $145,978-95.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 18.23% | 31.80%-13.6pp | 29.41%-11.2pp | 550.52%-532.3pp |
| Employer contribution / active EE | $0 | $3,613-100.0% | $3,022-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,542 | $5,733-20.8% | $5,054-10.1% | $6,690-32.1% |
| Admin fee / account holder | $66 | $13,329-99.5% | $9,451-99.3% | $13,400-99.5% |