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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 | $14,383 | $58,851-75.6% | $115,170-87.5% | $72,975-80.3% |
| Participation rate | 94.7% | 65.5%+29.2pp | 75.9%+18.8pp | 69.5%+25.2pp |
| Annual return | 19.66% | 23.16%-3.5pp | 35.60%-15.9pp | 81.01%-61.4pp |
| Employer contribution / active EE | $2,772 | $1,798+54.2% | $3,179-12.8% | $2,440+13.6% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $4,169-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $6,370-100.0% | $7,089-100.0% | $5,124-100.0% |