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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 | $11,706 | $100,901-88.4% | $75,501-84.5% | $147,586-92.1% |
| Participation rate | 94.4% | 77.1%+17.3pp | 72.4%+22.1pp | 82.8%+11.6pp |
| Annual return | 10.45% | 35.78%-25.3pp | 27.35%-16.9pp | 578.59%-568.1pp |
| Employer contribution / active EE | $906 | $3,253-72.2% | $2,352-61.5% | $4,876-81.4% |
| Participant deferral / active EE | $4,238 | $4,027+5.2% | $3,142+34.9% | $5,439-22.1% |
| Admin fee / account holder | $128 | $11,285-98.9% | $5,801-97.8% | $10,886-98.8% |