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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 | $5,562 | $153,311-96.4% | $109,313-94.9% | $273,972-98.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 4.80% | 29.86%-25.1pp | 22.07%-17.3pp | 41.46%-36.7pp |
| Employer contribution / active EE | $1,111 | $5,619-80.2% | $3,892-71.5% | $4,869-77.2% |
| Participant deferral / active EE | $0 | $3,932-100.0% | $3,166-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |