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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 | $4,303 | $99,345-95.7% | $84,753-94.9% | $273,972-98.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.95% | 22.93%-12.0pp | 22.78%-11.8pp | 41.46%-30.5pp |
| Employer contribution / active EE | $893 | $4,214-78.8% | $3,574-75.0% | $4,869-81.6% |
| Participant deferral / active EE | $1,513 | $4,270-64.6% | $3,712-59.3% | $5,287-71.4% |
| Admin fee / account holder | $6 | $6,645-99.9% | $5,333-99.9% | $10,133-99.9% |