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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 | $8,714 | $104,251-91.6% | $91,004-90.4% | $147,586-94.1% |
| Participation rate | 71.4% | 78.2%-6.8pp | 75.6%-4.2pp | 82.8%-11.4pp |
| Annual return | 15.40% | 27.06%-11.7pp | 4.60%+10.8pp | 578.59%-563.2pp |
| Employer contribution / active EE | $1,080 | $3,116-65.3% | $2,456-56.0% | $4,876-77.9% |
| Participant deferral / active EE | $1,967 | $4,195-53.1% | $3,548-44.5% | $5,439-63.8% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,886-100.0% |