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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 | $3,513 | $90,486-96.1% | $78,676-95.5% | $273,972-98.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 9.40% | 75.62%-66.2pp | 62.19%-52.8pp | 41.46%-32.1pp |
| Employer contribution / active EE | $663 | $3,175-79.1% | $2,850-76.7% | $4,869-86.4% |
| Participant deferral / active EE | $1,546 | $3,901-60.4% | $3,517-56.0% | $5,287-70.8% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |