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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 | $10,615 | $93,346-88.6% | $71,796-85.2% | $273,972-96.1% |
| Participation rate | 76.5% | 76.5%-0.1pp | 69.1%+7.4pp | 83.0%-6.5pp |
| Annual return | 10.59% | 130.39%-119.8pp | 78.04%-67.4pp | 41.46%-30.9pp |
| Employer contribution / active EE | $1,014 | $2,733-62.9% | $1,924-47.3% | $4,869-79.2% |
| Participant deferral / active EE | $2,511 | $3,475-27.7% | $2,794-10.1% | $5,287-52.5% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |