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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 | $6,114 | $54,757-88.8% | $90,304-93.2% | $72,975-91.6% |
| Participation rate | 83.7% | 65.2%+18.6pp | 73.3%+10.4pp | 69.5%+14.2pp |
| Annual return | 18.89% | 30.63%-11.7pp | 78.13%-59.2pp | 81.01%-62.1pp |
| Employer contribution / active EE | $773 | $2,093-63.1% | $2,855-72.9% | $2,440-68.3% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2 | $3,973-100.0% | $5,354-100.0% | $5,124-100.0% |