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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 | $9,634 | $48,078-80.0% | $78,676-87.8% | $62,881-84.7% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 8.88% | 31.36%-22.5pp | 62.19%-53.3pp | 20.14%-11.3pp |
| Employer contribution / active EE | $747 | $2,015-62.9% | $2,850-73.8% | $2,281-67.2% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $157 | $3,206-95.1% | $4,510-96.5% | $4,296-96.3% |