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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 | $6,181 | $90,486-93.2% | $78,676-92.1% | $273,972-97.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.50% | 75.62%-67.1pp | 62.19%-53.7pp | 41.46%-33.0pp |
| Employer contribution / active EE | $36 | $3,175-98.9% | $2,850-98.8% | $4,869-99.3% |
| Participant deferral / active EE | $737 | $3,901-81.1% | $3,517-79.1% | $5,287-86.1% |
| Admin fee / account holder | $277 | $5,263-94.7% | $4,510-93.9% | $10,133-97.3% |