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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 | $8,083 | $65,685-87.7% | $57,181-85.9% | $273,968-97.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 7.44% | 21.99%-14.6pp | 14.59%-7.2pp | 41.45%-34.0pp |
| Employer contribution / active EE | $322 | $3,279-90.2% | $2,682-88.0% | $4,869-93.4% |
| Participant deferral / active EE | $2,350 | $3,781-37.8% | $3,096-24.1% | $5,287-55.6% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |