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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 | $10,070 | $57,352-82.4% | $83,830-88.0% | $64,173-84.3% |
| Participation rate | 92.3% | 68.6%+23.7pp | 76.1%+16.2pp | 69.6%+22.7pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.97%-851.0pp | 7.63%-7.6pp |
| Employer contribution / active EE | $932 | $2,546-63.4% | $3,631-74.3% | $2,381-60.9% |
| Participant deferral / active EE | $1,567 | $2,993-47.7% | $4,082-61.6% | $3,470-54.8% |
| Admin fee / account holder | $0 | $4,046-100.0% | $5,479-100.0% | $4,887-100.0% |