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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 | $5,470 | $103,949-94.7% | $69,182-92.1% | $273,972-98.0% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 10.32% | 35.28%-25.0pp | -21.93%+32.3pp | 41.46%-31.1pp |
| Employer contribution / active EE | $2,104 | $1,783+18.0% | $1,206+74.4% | $4,869-56.8% |
| Participant deferral / active EE | $2,688 | $2,716-1.1% | $1,897+41.7% | $5,287-49.2% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,133-100.0% |