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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 | $4,461 | $64,311-93.1% | $57,356-92.2% | $125,389-96.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 3.52% | 25.14%-21.6pp | 24.41%-20.9pp | 282.24%-278.7pp |
| Employer contribution / active EE | $561 | $3,193-82.4% | $2,689-79.1% | $4,866-88.5% |
| Participant deferral / active EE | $1,787 | $3,846-53.5% | $3,162-43.5% | $5,352-66.6% |
| Admin fee / account holder | $125 | $5,243-97.6% | $3,357-96.3% | $9,541-98.7% |