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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 | $13,277 | $73,988-82.1% | $96,538-86.2% | $75,177-82.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 16.91% | 26.73%-9.8pp | 35.74%-18.8pp | 160.75%-143.8pp |
| Employer contribution / active EE | $1,588 | $2,930-45.8% | $3,740-57.5% | $2,671-40.6% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $156 | $5,220-97.0% | $6,737-97.7% | $5,651-97.2% |