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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 | $15,854 | $140,578-88.7% | $100,671-84.3% | $125,389-87.4% |
| Participation rate | 80.0% | 80.4%-0.4pp | 70.7%+9.3pp | 83.2%-3.2pp |
| Annual return | 5.14% | 24.67%-19.5pp | 20.43%-15.3pp | 282.24%-277.1pp |
| Employer contribution / active EE | $1,200 | $5,965-79.9% | $4,012-70.1% | $4,866-75.3% |
| Participant deferral / active EE | $3,173 | $3,981-20.3% | $3,144+0.9% | $5,352-40.7% |
| Admin fee / account holder | $0 | $6,716-100.0% | $4,850-100.0% | $9,541-100.0% |