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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 | $6,247 | $77,920-92.0% | $149,723-95.8% | $75,177-91.7% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.95% | 31.72%-14.8pp | 134.50%-117.5pp | 160.75%-143.8pp |
| Employer contribution / active EE | $764 | $3,138-75.7% | $4,821-84.2% | $2,671-71.4% |
| Participant deferral / active EE | $1,782 | $3,411-47.8% | $5,682-68.6% | $4,126-56.8% |
| Admin fee / account holder | $0 | $5,951-100.0% | $13,215-100.0% | $5,651-100.0% |