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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 | $10,963 | $84,236-87.0% | $170,439-93.6% | $70,124-84.4% |
| Participation rate | 72.0% | 70.8%+1.2pp | 83.6%-11.6pp | 69.5%+2.5pp |
| Annual return | 15.57% | 23.06%-7.5pp | 205.94%-190.4pp | 73.14%-57.6pp |
| Employer contribution / active EE | $1,410 | $3,387-58.4% | $5,433-74.1% | $2,342-39.8% |
| Participant deferral / active EE | $2,061 | $3,086-33.2% | $4,939-58.3% | $3,332-38.1% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,881-100.0% | $4,645-100.0% |