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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 | $9,713 | $112,729-91.4% | $98,716-90.2% | $137,256-92.9% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.3%+5.7pp | 80.0%-5.0pp |
| Annual return | 17.17% | 38.48%-21.3pp | 31.81%-14.6pp | 220.34%-203.2pp |
| Employer contribution / active EE | $1,484 | $2,725-45.5% | $2,279-34.9% | $4,156-64.3% |
| Participant deferral / active EE | $2,551 | $4,640-45.0% | $4,048-37.0% | $6,407-60.2% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |