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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 | $13,175 | $127,790-89.7% | $106,555-87.6% | $167,536-92.1% |
| Participation rate | 83.3% | 78.3%+5.1pp | 76.1%+7.2pp | 82.1%+1.2pp |
| Annual return | 11.38% | 33.88%-22.5pp | 26.80%-15.4pp | 478.82%-467.4pp |
| Employer contribution / active EE | $966 | $3,428-71.8% | $2,819-65.7% | $4,839-80.0% |
| Participant deferral / active EE | $1,729 | $5,088-66.0% | $4,399-60.7% | $6,342-72.7% |
| Admin fee / account holder | $0 | $11,229-100.0% | $7,408-100.0% | $12,315-100.0% |