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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 | $7,277 | $72,177-89.9% | $115,038-93.7% | $59,633-87.8% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 2.71% | 12.02%-9.3pp | 26.14%-23.4pp | 2041.45%-2038.7pp |
| Employer contribution / active EE | $1,524 | $2,841-46.4% | $4,608-66.9% | $2,203-30.8% |
| Participant deferral / active EE | $2,853 | $4,783-40.3% | $6,026-52.7% | $3,192-10.6% |
| Admin fee / account holder | $0 | $4,927-100.0% | $8,175-100.0% | $4,297-100.0% |