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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 | $1,770 | $355,607-99.5% | $323,456-99.5% | $554,306-99.7% |
| Participation rate | 100.0% | 85.8%+14.2pp | 77.8%+22.2pp | 84.6%+15.4pp |
| Annual return | 4.92% | 14.31%-9.4pp | 13.47%-8.5pp | 10.47%-5.6pp |
| Employer contribution / active EE | $0 | $30,129-100.0% | $29,776-100.0% | $25,289-100.0% |
| Participant deferral / active EE | $0 | $8,255-100.0% | $7,386-100.0% | $3,690-100.0% |
| Admin fee / account holder | $0 | $8,428-100.0% | $10,251-100.0% | $49,540-100.0% |