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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 | $14,519 | $67,602-78.5% | $82,312-82.4% | $70,126-79.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 174.32% | 21.57%+152.7pp | 25.88%+148.4pp | 73.15%+101.2pp |
| Employer contribution / active EE | $481 | $1,755-72.6% | $2,428-80.2% | $2,343-79.5% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $142 | $4,512-96.8% | $5,608-97.5% | $4,645-96.9% |