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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 | $11,680 | $101,063-88.4% | $81,473-85.7% | $147,585-92.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 28.43% | 32.41%-4.0pp | 38.78%-10.4pp | 578.58%-550.2pp |
| Employer contribution / active EE | $894 | $3,206-72.1% | $2,568-65.2% | $4,876-81.7% |
| Participant deferral / active EE | $676 | $4,242-84.1% | $3,537-80.9% | $5,439-87.6% |
| Admin fee / account holder | $183 | $5,812-96.8% | $4,561-96.0% | $10,886-98.3% |