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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 | $13,468 | $228,395-94.1% | $185,861-92.8% | $158,982-91.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 10.12% | 40.82%-30.7pp | 35.96%-25.8pp | 302.99%-292.9pp |
| Employer contribution / active EE | $943 | $4,968-81.0% | $4,088-76.9% | $4,763-80.2% |
| Participant deferral / active EE | $1,592 | $6,417-75.2% | $5,634-71.7% | $5,983-73.4% |
| Admin fee / account holder | $0 | $11,869-100.0% | $9,503-100.0% | $11,252-100.0% |