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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 | $2,730 | $87,834-96.9% | $133,975-98.0% | $62,881-95.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 12.17% | 12.05%+0.1pp | 29.29%-17.1pp | 20.14%-8.0pp |
| Employer contribution / active EE | $1,872 | $3,482-46.2% | $5,211-64.1% | $2,281-17.9% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $5,372-100.0% | $9,324-100.0% | $4,296-100.0% |