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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 | $31,155 | $289,211-89.2% | $260,467-88.0% | $198,609-84.3% |
| Participation rate | 75.0% | 83.1%-8.1pp | 80.5%-5.5pp | 82.4%-7.4pp |
| Annual return | 3.45% | 112.90%-109.4pp | 100.60%-97.2pp | 202.70%-199.2pp |
| Employer contribution / active EE | $1,803 | $4,663-61.3% | $4,239-57.5% | $5,055-64.3% |
| Participant deferral / active EE | $1,803 | $6,812-73.5% | $6,319-71.5% | $6,977-74.2% |
| Admin fee / account holder | $0 | $16,236-100.0% | $15,461-100.0% | $19,030-100.0% |