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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 | $7,260 | $72,027-89.9% | $185,835-96.1% | $79,852-90.9% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 18.18% | 23.13%-4.9pp | 35.96%-17.8pp | 31.72%-13.5pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $3,780-100.0% | $5,633-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $4,513-100.0% | $9,502-100.0% | $5,306-100.0% |