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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 | $11,999 | $101,063-88.1% | $81,473-85.3% | $147,585-91.9% |
| Participation rate | 80.0% | 74.5%+5.5pp | 68.0%+12.0pp | 82.8%-2.8pp |
| Annual return | 19.80% | 32.41%-12.6pp | 38.78%-19.0pp | 578.58%-558.8pp |
| Employer contribution / active EE | $1,006 | $3,206-68.6% | $2,568-60.8% | $4,876-79.4% |
| Participant deferral / active EE | $1,360 | $4,242-67.9% | $3,537-61.5% | $5,439-75.0% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |