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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 | $13,906 | $54,541-74.5% | $78,778-82.3% | $70,126-80.2% |
| Participation rate | 88.9% | 60.8%+28.1pp | 69.2%+19.7pp | 69.5%+19.3pp |
| Annual return | 20.64% | 21.07%-0.4pp | 35.62%-15.0pp | 73.15%-52.5pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $3,709-100.0% | $5,134-100.0% | $4,645-100.0% |