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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 | $3,882 | $103,949-96.3% | $69,182-94.4% | $273,972-98.6% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 0.71% | 35.28%-34.6pp | -21.93%+22.6pp | 41.46%-40.7pp |
| Employer contribution / active EE | $1,662 | $1,783-6.8% | $1,206+37.8% | $4,869-65.9% |
| Participant deferral / active EE | $824 | $2,716-69.7% | $1,897-56.6% | $5,287-84.4% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,133-100.0% |