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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 | $21,300 | $60,349-64.7% | $74,184-71.3% | $62,881-66.1% |
| Participation rate | 97.9% | 72.7%+25.2pp | 76.6%+21.3pp | 69.3%+28.6pp |
| Annual return | 9.52% | 21.38%-11.9pp | 17.74%-8.2pp | 20.14%-10.6pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,581 | $2,856-44.7% | $3,550-55.5% | $3,203-50.6% |
| Admin fee / account holder | $67 | $4,261-98.4% | $5,586-98.8% | $4,296-98.4% |