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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 | $7,546 | $52,678-85.7% | $75,784-90.0% | $59,633-87.3% |
| Participation rate | 95.8% | 67.2%+28.5pp | 75.8%+20.0pp | 68.7%+27.1pp |
| Annual return | 24.36% | 2.95%+21.4pp | 9.68%+14.7pp | 2041.45%-2017.1pp |
| Employer contribution / active EE | $3,380 | $2,193+54.1% | $3,323+1.7% | $2,203+53.5% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $3,610-100.0% | $5,300-100.0% | $4,297-100.0% |