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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 | $6,653 | $78,027-91.5% | $178,528-96.3% | $80,925-91.8% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 17.07% | 18.09%-1.0pp | 27.11%-10.0pp | 35.65%-18.6pp |
| Employer contribution / active EE | $944 | $2,281-58.6% | $3,950-76.1% | $2,756-65.8% |
| Participant deferral / active EE | $1,528 | $4,408-65.3% | $6,278-75.7% | $4,299-64.4% |
| Admin fee / account holder | $0 | $7,168-100.0% | $10,419-100.0% | $6,940-100.0% |