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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 | $3,465 | $64,311-94.6% | $57,356-94.0% | $125,389-97.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 0.47% | 25.14%-24.7pp | 24.41%-23.9pp | 282.24%-281.8pp |
| Employer contribution / active EE | $768 | $3,193-76.0% | $2,689-71.5% | $4,866-84.2% |
| Participant deferral / active EE | $768 | $3,846-80.0% | $3,162-75.7% | $5,352-85.7% |
| Admin fee / account holder | $10 | $5,243-99.8% | $3,357-99.7% | $9,541-99.9% |