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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 | $4,670 | $93,064-95.0% | $74,577-93.7% | $273,972-98.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 9.79% | 26.18%-16.4pp | 20.47%-10.7pp | 41.46%-31.7pp |
| Employer contribution / active EE | $524 | $3,160-83.4% | $2,525-79.3% | $4,869-89.2% |
| Participant deferral / active EE | $1,746 | $4,160-58.0% | $3,458-49.5% | $5,287-67.0% |
| Admin fee / account holder | $268 | $5,273-94.9% | $4,138-93.5% | $10,133-97.4% |