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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 | $15,557 | $60,349-74.2% | $74,184-79.0% | $62,881-75.3% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 9.39% | 21.38%-12.0pp | 17.74%-8.3pp | 20.14%-10.7pp |
| Employer contribution / active EE | $3,581 | $1,680+113.1% | $2,370+51.1% | $2,281+57.0% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $53 | $4,261-98.7% | $5,586-99.0% | $4,296-98.8% |