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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 | $13,645 | $39,162-65.2% | $100,671-86.4% | $59,633-77.1% |
| Participation rate | 73.1% | 55.9%+17.2pp | 70.7%+2.4pp | 68.7%+4.4pp |
| Annual return | 10.32% | 21.07%-10.7pp | 20.43%-10.1pp | 2041.45%-2031.1pp |
| Employer contribution / active EE | $1,960 | $1,151+70.3% | $4,012-51.2% | $2,203-11.0% |
| Participant deferral / active EE | $3,324 | $1,992+66.9% | $3,144+5.7% | $3,192+4.1% |
| Admin fee / account holder | $0 | $2,969-100.0% | $4,850-100.0% | $4,297-100.0% |