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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 | $10,012 | $50,947-80.3% | $74,549-86.6% | $64,173-84.4% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | 26.86% | -1.85%+28.7pp | 32.53%-5.7pp | 7.63%+19.2pp |
| Employer contribution / active EE | $500 | $1,115-55.2% | $1,961-74.5% | $2,381-79.0% |
| Participant deferral / active EE | $0 | $2,302-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $273 | $4,221-93.5% | $5,059-94.6% | $4,887-94.4% |