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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 | $21,797 | $167,415-87.0% | $140,514-84.5% | $198,609-89.0% |
| Participation rate | 93.3% | 80.9%+12.5pp | 77.8%+15.5pp | 82.4%+11.0pp |
| Annual return | 7.49% | 13.85%-6.4pp | 14.36%-6.9pp | 202.70%-195.2pp |
| Employer contribution / active EE | $2,280 | $4,088-44.2% | $3,378-32.5% | $5,055-54.9% |
| Participant deferral / active EE | $0 | $5,579-100.0% | $4,919-100.0% | $6,977-100.0% |
| Admin fee / account holder | $218 | $16,730-98.7% | $13,697-98.4% | $19,030-98.9% |