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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 | $22,367 | $101,763-78.0% | $164,866-86.4% | $80,874-72.3% |
| Participation rate | 80.8% | 71.8%+8.9pp | 78.6%+2.2pp | 67.6%+13.1pp |
| Annual return | 14.23% | 16.73%-2.5pp | 69.97%-55.7pp | 35.62%-21.4pp |
| Employer contribution / active EE | $1,828 | $2,954-38.1% | $4,343-57.9% | $2,756-33.7% |
| Participant deferral / active EE | $2,258 | $4,477-49.6% | $6,033-62.6% | $4,297-47.4% |
| Admin fee / account holder | $0 | $8,228-100.0% | $12,689-100.0% | $6,935-100.0% |