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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 | $4,038 | $77,638-94.8% | $156,551-97.4% | $62,881-93.6% |
| Participation rate | 86.1% | 71.2%+14.9pp | 84.0%+2.1pp | 69.3%+16.8pp |
| Annual return | 5.07% | 50.33%-45.3pp | 32.23%-27.2pp | 20.14%-15.1pp |
| Employer contribution / active EE | $386 | $3,444-88.8% | $5,501-93.0% | $2,281-83.1% |
| Participant deferral / active EE | $1,136 | $3,046-62.7% | $4,871-76.7% | $3,203-64.5% |
| Admin fee / account holder | $41 | $5,561-99.3% | $13,028-99.7% | $4,296-99.1% |