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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 | $10,480 | $93,064-88.7% | $74,577-85.9% | $273,972-96.2% |
| Participation rate | 75.0% | 74.9%+0.1pp | 68.1%+6.9pp | 83.0%-8.0pp |
| Annual return | 0.00% | 26.18%-26.2pp | 20.47%-20.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $507 | $3,160-84.0% | $2,525-79.9% | $4,869-89.6% |
| Participant deferral / active EE | $6,150 | $4,160+47.8% | $3,458+77.8% | $5,287+16.3% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |