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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 | $2,921 | $76,371-96.2% | $93,621-96.9% | $72,975-96.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 17.72% | 25.82%-8.1pp | 32.76%-15.0pp | 81.01%-63.3pp |
| Employer contribution / active EE | $1,513 | $2,276-33.5% | $2,719-44.3% | $2,440-38.0% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,070-100.0% | $3,608-100.0% |
| Admin fee / account holder | $259 | $6,839-96.2% | $7,890-96.7% | $5,124-94.9% |