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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 | $28,368 | $82,028-65.4% | $123,105-77.0% | $59,633-52.4% |
| Participation rate | 72.1% | 83.2%-11.1pp | 86.8%-14.7pp | 68.7%+3.4pp |
| Annual return | 3.94% | 5.12%-1.2pp | 13.22%-9.3pp | 2041.45%-2037.5pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,229-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $5,879-100.0% | $9,014-100.0% | $4,297-100.0% |