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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 | $3,109 | $84,518-96.3% | $67,704-95.4% | $125,389-97.5% |
| Participation rate | 94.4% | 74.8%+19.7pp | 67.5%+26.9pp | 83.2%+11.3pp |
| Annual return | -2.79% | 2.57%-5.4pp | 25.41%-28.2pp | 282.24%-285.0pp |
| Employer contribution / active EE | $1,006 | $3,292-69.4% | $2,559-60.7% | $4,866-79.3% |
| Participant deferral / active EE | $791 | $4,430-82.1% | $3,585-77.9% | $5,352-85.2% |
| Admin fee / account holder | $43 | $5,340-99.2% | $4,255-99.0% | $9,541-99.6% |