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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 | $2,498 | $93,064-97.3% | $74,577-96.6% | $273,972-99.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 5.94% | 26.18%-20.2pp | 20.47%-14.5pp | 41.46%-35.5pp |
| Employer contribution / active EE | $532 | $3,160-83.2% | $2,525-78.9% | $4,869-89.1% |
| Participant deferral / active EE | $702 | $4,160-83.1% | $3,458-79.7% | $5,287-86.7% |
| Admin fee / account holder | $54 | $5,273-99.0% | $4,138-98.7% | $10,133-99.5% |