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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 | $5,095 | $65,712-92.2% | $57,196-91.1% | $273,972-98.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 1.09% | 22.01%-20.9pp | 14.59%-13.5pp | 41.46%-40.4pp |
| Employer contribution / active EE | $866 | $3,280-73.6% | $2,683-67.7% | $4,869-82.2% |
| Participant deferral / active EE | $0 | $3,782-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $107 | $4,838-97.8% | $3,141-96.6% | $10,133-98.9% |