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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 | $16,707 | $104,251-84.0% | $91,004-81.6% | $147,586-88.7% |
| Participation rate | 85.7% | 78.2%+7.5pp | 75.6%+10.1pp | 82.8%+2.9pp |
| Annual return | 10.80% | 27.06%-16.3pp | 4.60%+6.2pp | 578.59%-567.8pp |
| Employer contribution / active EE | $872 | $3,116-72.0% | $2,456-64.5% | $4,876-82.1% |
| Participant deferral / active EE | $1,963 | $4,195-53.2% | $3,548-44.7% | $5,439-63.9% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,886-100.0% |