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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 | $21,003 | $54,380-61.4% | $68,509-69.3% | $59,633-64.8% |
| Participation rate | 76.4% | 70.2%+6.2pp | 74.7%+1.6pp | 68.7%+7.7pp |
| Annual return | 4.46% | 2.83%+1.6pp | 8.27%-3.8pp | 2041.45%-2037.0pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,134 | $2,643-19.3% | $3,382-36.9% | $3,192-33.1% |
| Admin fee / account holder | $281 | $3,885-92.8% | $5,275-94.7% | $4,297-93.5% |