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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 | $6,682 | $65,367-89.8% | $92,915-92.8% | $72,976-90.8% |
| Participation rate | 71.4% | 68.3%+3.1pp | 76.0%-4.6pp | 69.5%+1.9pp |
| Annual return | 22.62% | 42.11%-19.5pp | 109.45%-86.8pp | 81.02%-58.4pp |
| Employer contribution / active EE | $590 | $2,594-77.3% | $3,653-83.9% | $2,440-75.8% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $17 | $4,251-99.6% | $5,796-99.7% | $5,124-99.7% |