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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 | $65,712-87.7% | $57,196-85.9% | $273,972-97.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 7.44% | 22.01%-14.6pp | 14.59%-7.2pp | 41.46%-34.0pp |
| Employer contribution / active EE | $322 | $3,280-90.2% | $2,683-88.0% | $4,869-93.4% |
| Participant deferral / active EE | $2,350 | $3,782-37.9% | $3,096-24.1% | $5,287-55.6% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |