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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 | $4,892 | $106,280-95.4% | $96,538-94.9% | $139,487-96.5% |
| Participation rate | 95.8% | 77.8%+18.0pp | 74.3%+21.5pp | 80.3%+15.5pp |
| Annual return | 14.01% | 38.48%-24.5pp | 35.74%-21.7pp | 373.84%-359.8pp |
| Employer contribution / active EE | $2,800 | $4,107-31.8% | $3,740-25.1% | $4,755-41.1% |
| Participant deferral / active EE | $0 | $5,457-100.0% | $4,880-100.0% | $6,713-100.0% |
| Admin fee / account holder | $26 | $7,888-99.7% | $6,737-99.6% | $11,407-99.8% |