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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 | $18,890 | $215,361-91.2% | $171,082-89.0% | $273,972-93.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 2.25% | 25.14%-22.9pp | 32.56%-30.3pp | 41.46%-39.2pp |
| Employer contribution / active EE | $707 | $4,967-85.8% | $4,002-82.3% | $4,869-85.5% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $271 | $10,846-97.5% | $8,520-96.8% | $10,133-97.3% |