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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 | $6,803 | $90,486-92.5% | $78,676-91.4% | $273,972-97.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.36% | 75.62%-70.3pp | 62.19%-56.8pp | 41.46%-36.1pp |
| Employer contribution / active EE | $1,179 | $3,175-62.9% | $2,850-58.6% | $4,869-75.8% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $180 | $5,263-96.6% | $4,510-96.0% | $10,133-98.2% |