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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 | $12,863 | $140,578-90.9% | $100,671-87.2% | $125,388-89.7% |
| Participation rate | 83.3% | 80.4%+2.9pp | 70.7%+12.6pp | 83.2%+0.1pp |
| Annual return | -0.54% | 24.67%-25.2pp | 20.43%-21.0pp | 282.24%-282.8pp |
| Employer contribution / active EE | $963 | $5,965-83.9% | $4,012-76.0% | $4,866-80.2% |
| Participant deferral / active EE | $2,444 | $3,981-38.6% | $3,144-22.3% | $5,352-54.3% |
| Admin fee / account holder | $47 | $6,716-99.3% | $4,850-99.0% | $9,541-99.5% |