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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 | $19,301 | $88,707-78.2% | $74,184-74.0% | $273,972-93.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.09% | 11.94%-7.9pp | 17.74%-13.6pp | 41.46%-37.4pp |
| Employer contribution / active EE | $586 | $3,159-81.4% | $2,370-75.3% | $4,869-88.0% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $136 | $8,717-98.4% | $5,586-97.6% | $10,133-98.7% |