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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 | $9,743 | $88,707-89.0% | $74,184-86.9% | $273,972-96.4% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 19.51% | 11.94%+7.6pp | 17.74%+1.8pp | 41.46%-21.9pp |
| Employer contribution / active EE | $1,582 | $3,159-49.9% | $2,370-33.3% | $4,869-67.5% |
| Participant deferral / active EE | $3,090 | $4,212-26.6% | $3,550-12.9% | $5,287-41.6% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |