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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 | $11,828 | $98,766-88.0% | $149,730-92.1% | $79,852-85.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 26.83% | 27.43%-0.6pp | 276.70%-249.9pp | 31.72%-4.9pp |
| Employer contribution / active EE | $915 | $3,217-71.6% | $4,645-80.3% | $2,471-63.0% |
| Participant deferral / active EE | $3,346 | $5,681-41.1% | $6,843-51.1% | $3,740-10.6% |
| Admin fee / account holder | $0 | $6,052-100.0% | $9,310-100.0% | $5,306-100.0% |