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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 | $9,729 | $84,518-88.5% | $67,704-85.6% | $125,389-92.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | 0.64% | 2.57%-1.9pp | 25.41%-24.8pp | 282.24%-281.6pp |
| Employer contribution / active EE | $1,205 | $3,292-63.4% | $2,559-52.9% | $4,866-75.2% |
| Participant deferral / active EE | $1,359 | $4,430-69.3% | $3,585-62.1% | $5,352-74.6% |
| Admin fee / account holder | -$219 | $5,340-104.1% | $4,255-105.1% | $9,541-102.3% |