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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 | $5,916 | $83,337-92.9% | $67,834-91.3% | $273,972-97.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 4.47% | 259.45%-255.0pp | 138.47%-134.0pp | 41.46%-37.0pp |
| Employer contribution / active EE | $2,196 | $3,287-33.2% | $2,403-8.6% | $4,869-54.9% |
| Participant deferral / active EE | $2,609 | $4,088-36.2% | $3,160-17.4% | $5,287-50.6% |
| Admin fee / account holder | $74 | $6,752-98.9% | $4,622-98.4% | $10,133-99.3% |