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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 | $10,043 | $176,402-94.3% | $134,155-92.5% | $158,950-93.7% |
| Participation rate | 83.3% | 78.7%+4.6pp | 72.2%+11.1pp | 82.0%+1.4pp |
| Annual return | 11.19% | 63.66%-52.5pp | 36.34%-25.2pp | 302.91%-291.7pp |
| Employer contribution / active EE | $1,043 | $5,042-79.3% | $3,705-71.8% | $4,762-78.1% |
| Participant deferral / active EE | $0 | $4,093-100.0% | $3,500-100.0% | $5,983-100.0% |
| Admin fee / account holder | $178 | $8,719-98.0% | $6,685-97.3% | $11,248-98.4% |