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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 | $11,687 | $72,177-83.8% | $115,037-89.8% | $59,633-80.4% |
| Participation rate | 96.8% | 72.6%+24.3pp | 81.4%+15.5pp | 68.7%+28.2pp |
| Annual return | -1.38% | 12.02%-13.4pp | 26.14%-27.5pp | 2041.40%-2042.8pp |
| Employer contribution / active EE | $1,620 | $2,841-43.0% | $4,608-64.8% | $2,203-26.4% |
| Participant deferral / active EE | $3,525 | $4,783-26.3% | $6,026-41.5% | $3,192+10.4% |
| Admin fee / account holder | $208 | $4,927-95.8% | $8,175-97.5% | $4,297-95.2% |