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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 | $10,727 | $124,980-91.4% | $108,359-90.1% | $154,746-93.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 15.94% | 45.00%-29.1pp | 36.89%-21.0pp | 172.34%-156.4pp |
| Employer contribution / active EE | $583 | $2,851-79.5% | $2,399-75.7% | $4,379-86.7% |
| Participant deferral / active EE | $3,100 | $4,743-34.6% | $4,137-25.1% | $6,730-53.9% |
| Admin fee / account holder | $0 | $11,502-100.0% | $9,741-100.0% | $14,365-100.0% |