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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 | $9,481 | $78,682-87.9% | $109,188-91.3% | $85,851-89.0% |
| Participation rate | 70.7% | 68.3%+2.5pp | 75.9%-5.1pp | 69.3%+1.4pp |
| Annual return | 0.00% | 25.09%-25.1pp | 25.76%-25.8pp | 318.63%-318.6pp |
| Employer contribution / active EE | $769 | $2,734-71.9% | $3,723-79.3% | $2,565-70.0% |
| Participant deferral / active EE | $1,806 | $3,468-47.9% | $4,654-61.2% | $3,952-54.3% |
| Admin fee / account holder | $0 | $5,470-100.0% | $6,755-100.0% | $6,261-100.0% |