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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 | $4,682 | $88,707-94.7% | $74,184-93.7% | $273,972-98.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.67% | 11.94%-7.3pp | 17.74%-13.1pp | 41.46%-36.8pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,008 | $4,212-52.3% | $3,550-43.4% | $5,287-62.0% |
| Admin fee / account holder | $60 | $8,717-99.3% | $5,586-98.9% | $10,133-99.4% |