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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 | $15,143 | $63,082-76.0% | $81,726-81.5% | $79,856-81.0% |
| Participation rate | 98.6% | 67.5%+31.0pp | 72.0%+26.6pp | 69.6%+28.9pp |
| Annual return | 64.81% | 22.66%+42.1pp | 29.49%+35.3pp | 31.71%+33.1pp |
| Employer contribution / active EE | $461 | $1,795-74.3% | $4,311-89.3% | $2,471-81.3% |
| Participant deferral / active EE | $0 | $2,780-100.0% | $7,108-100.0% | $3,741-100.0% |
| Admin fee / account holder | $150 | $4,428-96.6% | $5,160-97.1% | $5,306-97.2% |