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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 | $4,818 | $64,324-92.5% | $118,914-95.9% | $79,856-94.0% |
| Participation rate | 96.8% | 64.9%+32.0pp | 75.4%+21.4pp | 69.6%+27.2pp |
| Annual return | 18.64% | 86.45%-67.8pp | 35.89%-17.2pp | 31.71%-13.1pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,228 | $2,824-56.5% | $4,266-71.2% | $3,741-67.2% |
| Admin fee / account holder | $210 | $4,040-94.8% | $6,582-96.8% | $5,306-96.0% |