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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 | $13,508 | $63,082-78.6% | $81,726-83.5% | $79,856-83.1% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 12.57% | 22.66%-10.1pp | 29.49%-16.9pp | 31.71%-19.1pp |
| Employer contribution / active EE | $2,494 | $1,795+38.9% | $4,311-42.1% | $2,471+0.9% |
| Participant deferral / active EE | $0 | $2,780-100.0% | $7,108-100.0% | $3,741-100.0% |
| Admin fee / account holder | $276 | $4,428-93.8% | $5,160-94.6% | $5,306-94.8% |