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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 | $16,236 | $46,877-65.4% | $122,354-86.7% | $70,126-76.8% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 38.56% | 24.22%+14.3pp | 30.28%+8.3pp | 73.15%-34.6pp |
| Employer contribution / active EE | $915 | $1,288-28.9% | $4,051-77.4% | $2,343-60.9% |
| Participant deferral / active EE | $0 | $2,167-100.0% | $3,287-100.0% | $3,332-100.0% |
| Admin fee / account holder | $134 | $3,324-96.0% | $5,479-97.6% | $4,645-97.1% |