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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 | $8,179 | $91,179-91.0% | $178,499-95.4% | $79,852-89.8% |
| Participation rate | 87.5% | 69.2%+18.3pp | 81.9%+5.6pp | 69.6%+17.9pp |
| Annual return | 11.73% | 24.19%-12.5pp | 151.10%-139.4pp | 31.72%-20.0pp |
| Employer contribution / active EE | $1,467 | $3,256-54.9% | $5,011-70.7% | $2,471-40.6% |
| Participant deferral / active EE | $1,739 | $3,236-46.2% | $5,202-66.6% | $3,740-53.5% |
| Admin fee / account holder | $0 | $6,749-100.0% | $13,986-100.0% | $5,306-100.0% |