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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 | $8,893 | $158,852-94.4% | $121,220-92.7% | $135,380-93.4% |
| Participation rate | 80.0% | 79.3%+0.7pp | 71.8%+8.2pp | 82.6%-2.6pp |
| Annual return | 22.98% | -0.64%+23.6pp | 16.94%+6.0pp | 519.81%-496.8pp |
| Employer contribution / active EE | $264 | $5,666-95.3% | $4,023-93.4% | $4,779-94.5% |
| Participant deferral / active EE | $2,355 | $4,006-41.2% | $3,345-29.6% | $5,609-58.0% |
| Admin fee / account holder | $10 | $6,515-99.8% | $5,021-99.8% | $10,828-99.9% |