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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 | $17,084 | $93,346-81.7% | $71,796-76.2% | $273,972-93.8% |
| Participation rate | 73.9% | 76.5%-2.6pp | 69.1%+4.8pp | 83.0%-9.1pp |
| Annual return | 9.17% | 130.39%-121.2pp | 78.04%-68.9pp | 41.46%-32.3pp |
| Employer contribution / active EE | $1,481 | $2,733-45.8% | $1,924-23.1% | $4,869-69.6% |
| Participant deferral / active EE | $2,892 | $3,475-16.8% | $2,794+3.5% | $5,287-45.3% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |