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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 | $10,123 | $103,949-90.3% | $69,182-85.4% | $273,970-96.3% |
| Participation rate | 70.0% | 67.4%+2.6pp | 55.1%+14.9pp | 83.0%-13.0pp |
| Annual return | 7.84% | 35.28%-27.4pp | -21.93%+29.8pp | 41.46%-33.6pp |
| Employer contribution / active EE | $1,017 | $1,783-43.0% | $1,206-15.7% | $4,869-79.1% |
| Participant deferral / active EE | $1,415 | $2,716-47.9% | $1,897-25.4% | $5,287-73.2% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,132-100.0% |