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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 | $5,341 | $69,541-92.3% | $59,899-91.1% | $135,380-96.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 6.07% | 7.95%-1.9pp | 3.46%+2.6pp | 519.81%-513.7pp |
| Employer contribution / active EE | $788 | $3,236-75.6% | $2,723-71.0% | $4,779-83.5% |
| Participant deferral / active EE | $788 | $4,206-81.3% | $3,402-76.8% | $5,609-85.9% |
| Admin fee / account holder | $0 | $5,737-100.0% | $3,592-100.0% | $10,828-100.0% |