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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 | $7,222 | $84,236-91.4% | $170,435-95.8% | $70,126-89.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.76% | 23.06%-9.3pp | 205.94%-192.2pp | 73.15%-59.4pp |
| Employer contribution / active EE | $859 | $3,387-74.6% | $5,432-84.2% | $2,343-63.3% |
| Participant deferral / active EE | $942 | $3,086-69.5% | $4,939-80.9% | $3,332-71.7% |
| Admin fee / account holder | $51 | $5,698-99.1% | $13,881-99.6% | $4,645-98.9% |