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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 | $7,870 | $114,199-93.1% | $119,237-93.4% | $167,553-95.3% |
| Participation rate | 90.9% | 83.7%+7.2pp | 82.7%+8.2pp | 82.1%+8.8pp |
| Annual return | 10.35% | 29.88%-19.5pp | 30.70%-20.3pp | 478.89%-468.5pp |
| Employer contribution / active EE | $2,000 | $4,480-55.4% | $4,383-54.4% | $4,840-58.7% |
| Participant deferral / active EE | $0 | $6,086-100.0% | $6,112-100.0% | $6,343-100.0% |
| Admin fee / account holder | $46 | $8,939-99.5% | $7,229-99.4% | $12,316-99.6% |