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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 | $12,528 | $158,852-92.1% | $121,220-89.7% | $135,379-90.7% |
| Participation rate | 85.7% | 79.3%+6.4pp | 71.8%+14.0pp | 82.6%+3.1pp |
| Annual return | -0.22% | -0.64%+0.4pp | 16.94%-17.2pp | 519.79%-520.0pp |
| Employer contribution / active EE | $1,705 | $5,666-69.9% | $4,023-57.6% | $4,779-64.3% |
| Participant deferral / active EE | $5,541 | $4,006+38.3% | $3,345+65.6% | $5,609-1.2% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |