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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 | $17,034 | $81,504-79.1% | $102,437-83.4% | $80,959-79.0% |
| Participation rate | 97.7% | 66.9%+30.9pp | 74.5%+23.2pp | 67.7%+30.1pp |
| Annual return | 27.34% | 25.60%+1.7pp | 24.95%+2.4pp | 35.67%-8.3pp |
| Employer contribution / active EE | $14,636 | $3,104+371.6% | $3,871+278.1% | $2,757+430.8% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $54 | $6,719-99.2% | $8,388-99.4% | $6,925-99.2% |