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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 | $10,328 | $64,359-84.0% | $90,161-88.5% | $70,126-85.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 24.55% | 28.13%-3.6pp | 34.89%-10.3pp | 73.15%-48.6pp |
| Employer contribution / active EE | $931 | $2,046-54.5% | $3,318-71.9% | $2,343-60.3% |
| Participant deferral / active EE | $0 | $4,389-100.0% | $5,287-100.0% | $3,332-100.0% |
| Admin fee / account holder | $151 | $3,945-96.2% | $5,943-97.5% | $4,645-96.7% |