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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 | $10,030 | $48,364-79.3% | $71,796-86.0% | $62,881-84.0% |
| Participation rate | 93.9% | 60.6%+33.3pp | 69.1%+24.8pp | 69.3%+24.6pp |
| Annual return | 5.71% | 13.16%-7.4pp | 78.04%-72.3pp | 20.14%-14.4pp |
| Employer contribution / active EE | $909 | $1,042-12.7% | $1,924-52.8% | $2,281-60.1% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $3,771-100.0% | $4,815-100.0% | $4,296-100.0% |