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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 | $8,865 | $45,041-80.3% | $63,003-85.9% | $70,131-87.4% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 23.25% | 18.76%+4.5pp | 87.59%-64.3pp | 73.14%-49.9pp |
| Employer contribution / active EE | $1,792 | $2,052-12.7% | $2,760-35.1% | $2,342-23.5% |
| Participant deferral / active EE | $0 | $2,465-100.0% | $3,329-100.0% | $3,332-100.0% |
| Admin fee / account holder | $110 | $2,836-96.1% | $3,600-97.0% | $4,645-97.6% |