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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 | $2,981 | $152,394-98.0% | $124,067-97.6% | $155,188-98.1% |
| Participation rate | 100.0% | 68.8%+31.2pp | 66.9%+33.1pp | 80.8%+19.2pp |
| Annual return | 6.68% | 34.93%-28.2pp | 31.06%-24.4pp | 148.84%-142.2pp |
| Employer contribution / active EE | $243 | $2,398-89.9% | $2,166-88.8% | $4,248-94.3% |
| Participant deferral / active EE | $446 | $3,823-88.3% | $3,463-87.1% | $6,531-93.2% |
| Admin fee / account holder | $18 | $6,949-99.7% | $7,351-99.8% | $14,480-99.9% |