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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 | $20,787 | $102,429-79.7% | $147,096-85.9% | $80,925-74.3% |
| Participation rate | 90.0% | 75.9%+14.1pp | 82.2%+7.8pp | 67.7%+22.3pp |
| Annual return | 16.13% | 135.02%-118.9pp | 419.75%-403.6pp | 35.65%-19.5pp |
| Employer contribution / active EE | $1,170 | $3,716-68.5% | $4,936-76.3% | $2,756-57.5% |
| Participant deferral / active EE | $3,836 | $6,649-42.3% | $8,071-52.5% | $4,299-10.8% |
| Admin fee / account holder | $0 | $7,957-100.0% | $13,005-100.0% | $6,940-100.0% |