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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 | $7,333 | $81,840-91.0% | $63,412-88.4% | $125,388-94.2% |
| Participation rate | 80.0% | 73.0%+7.0pp | 67.1%+12.9pp | 83.2%-3.2pp |
| Annual return | -1.13% | -0.10%-1.0pp | 4.04%-5.2pp | 282.24%-283.4pp |
| Employer contribution / active EE | $253 | $2,377-89.3% | $1,814-86.0% | $4,866-94.8% |
| Participant deferral / active EE | $654 | $3,064-78.7% | $2,496-73.8% | $5,352-87.8% |
| Admin fee / account holder | $29 | $4,951-99.4% | $3,753-99.2% | $9,541-99.7% |