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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 | $20,734 | $67,606-69.3% | $82,313-74.8% | $70,124-70.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 20.25% | 21.57%-1.3pp | 25.88%-5.6pp | 73.14%-52.9pp |
| Employer contribution / active EE | $667 | $1,755-62.0% | $2,428-72.5% | $2,342-71.5% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $12 | $4,512-99.7% | $5,608-99.8% | $4,645-99.7% |