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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 | $10,861 | $45,082-75.9% | $69,464-84.4% | $72,975-85.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 20.94% | 22.66%-1.7pp | 28.98%-8.0pp | 81.01%-60.1pp |
| Employer contribution / active EE | $790 | $2,055-61.6% | $2,779-71.6% | $2,440-67.6% |
| Participant deferral / active EE | $0 | $2,604-100.0% | $3,536-100.0% | $3,608-100.0% |
| Admin fee / account holder | $62 | $3,057-98.0% | $3,840-98.4% | $5,124-98.8% |