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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 | $10,863 | $45,043-75.9% | $63,005-82.8% | $70,124-84.5% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 17.38% | 18.76%-1.4pp | 87.59%-70.2pp | 73.14%-55.8pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,486 | $2,466+41.4% | $3,329+4.7% | $3,332+4.6% |
| Admin fee / account holder | $51 | $2,833-98.2% | $3,599-98.6% | $4,645-98.9% |