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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 | $14,955 | $92,219-83.8% | $76,767-80.5% | $135,380-89.0% |
| Participation rate | 92.9% | 79.8%+13.1pp | 77.0%+15.9pp | 82.6%+10.2pp |
| Annual return | -7.39% | 5.46%-12.8pp | 2.43%-9.8pp | 519.81%-527.2pp |
| Employer contribution / active EE | $1,554 | $3,216-51.7% | $2,485-37.5% | $4,779-67.5% |
| Participant deferral / active EE | $2,898 | $4,508-35.7% | $3,852-24.8% | $5,609-48.3% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |