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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 | $5,274 | $99,345-94.7% | $84,753-93.8% | $273,972-98.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.74% | 22.93%-13.2pp | 22.78%-13.0pp | 41.46%-31.7pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,283 | $4,270-23.1% | $3,712-11.5% | $5,287-37.9% |
| Admin fee / account holder | $80 | $6,645-98.8% | $5,333-98.5% | $10,133-99.2% |