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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 | $21,668 | $421,797-94.9% | $339,002-93.6% | $287,034-92.5% |
| Participation rate | 100.0% | 53.8%+46.2pp | 39.1%+60.9pp | 55.9%+44.1pp |
| Annual return | 12.80% | 13.48%-0.7pp | 12.78%0pp | 24.44%-11.6pp |
| Employer contribution / active EE | $2,535 | $49,647-94.9% | $44,816-94.3% | $41,341-93.9% |
| Participant deferral / active EE | $4,336 | $19+23247.2% | $33+13108.0% | $55+7724.1% |
| Admin fee / account holder | $7 | $1,396-99.5% | $2,002-99.7% | $22,013-100.0% |