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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 | $8,152 | $87,016-90.6% | $63,244-87.1% | $125,389-93.5% |
| Participation rate | 85.7% | 77.1%+8.7pp | 71.0%+14.7pp | 83.2%+2.5pp |
| Annual return | 3.59% | 21.71%-18.1pp | -70.31%+73.9pp | 282.24%-278.7pp |
| Employer contribution / active EE | $1,704 | $3,601-52.7% | $2,322-26.6% | $4,866-65.0% |
| Participant deferral / active EE | $3,188 | $3,939-19.1% | $2,953+7.9% | $5,352-40.4% |
| Admin fee / account holder | $0 | $11,954-100.0% | $5,893-100.0% | $9,541-100.0% |