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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 | $10,489 | $87,546-88.0% | $75,784-86.2% | $125,389-91.6% |
| Participation rate | 93.3% | 80.2%+13.2pp | 75.8%+17.5pp | 83.2%+10.1pp |
| Annual return | -1.62% | 13.49%-15.1pp | 9.68%-11.3pp | 282.24%-283.9pp |
| Employer contribution / active EE | $5,917 | $3,930+50.5% | $3,323+78.0% | $4,866+21.6% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |