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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 | $32,471 | $95,453-66.0% | $112,040-71.0% | $82,448-60.6% |
| Participation rate | 96.7% | 72.8%+23.9pp | 76.5%+20.2pp | 68.1%+28.6pp |
| Annual return | 12.66% | 23.92%-11.3pp | 24.52%-11.9pp | 41.64%-29.0pp |
| Employer contribution / active EE | $1,667 | $2,318-28.1% | $2,954-43.6% | $2,551-34.7% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $263 | $9,013-97.1% | $12,098-97.8% | $7,234-96.4% |