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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 | $12,292 | $41,377-70.3% | $109,313-88.8% | $62,881-80.5% |
| Participation rate | 100.0% | 57.5%+42.5pp | 71.3%+28.7pp | 69.3%+30.7pp |
| Annual return | 5.48% | 11.05%-5.6pp | 22.07%-16.6pp | 20.14%-14.7pp |
| Employer contribution / active EE | $1,213 | $1,276-4.9% | $3,892-68.8% | $2,281-46.8% |
| Participant deferral / active EE | $0 | $2,045-100.0% | $3,166-100.0% | $3,203-100.0% |
| Admin fee / account holder | $15 | $2,884-99.5% | $5,666-99.7% | $4,296-99.7% |