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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 | $4,768 | $158,852-97.0% | $121,220-96.1% | $135,379-96.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -3.43% | -0.64%-2.8pp | 16.94%-20.4pp | 519.79%-523.2pp |
| Employer contribution / active EE | $808 | $5,666-85.7% | $4,023-79.9% | $4,779-83.1% |
| Participant deferral / active EE | $585 | $4,006-85.4% | $3,345-82.5% | $5,609-89.6% |
| Admin fee / account holder | $237 | $6,515-96.4% | $5,021-95.3% | $10,828-97.8% |