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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 | $11,729 | $57,065-79.4% | $75,670-84.5% | $70,131-83.3% |
| Participation rate | 72.1% | 68.1%+4.0pp | 72.3%-0.2pp | 69.5%+2.6pp |
| Annual return | 0.00% | 23.57%-23.6pp | 27.34%-27.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $942 | $1,817-48.1% | $2,352-59.9% | $2,342-59.8% |
| Participant deferral / active EE | $2,208 | $2,580-14.4% | $3,142-29.7% | $3,332-33.7% |
| Admin fee / account holder | $0 | $3,825-100.0% | $5,800-100.0% | $4,645-100.0% |