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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 | $9,796 | $47,848-79.5% | $81,473-88.0% | $70,126-86.0% |
| Participation rate | 84.2% | 58.3%+25.9pp | 68.0%+16.3pp | 69.5%+14.7pp |
| Annual return | 0.00% | 27.25%-27.2pp | 38.78%-38.8pp | 73.15%-73.1pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,126 | $2,453+109.0% | $3,537+44.9% | $3,332+53.9% |
| Admin fee / account holder | $0 | $3,145-100.0% | $4,561-100.0% | $4,645-100.0% |