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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 | $5,169 | $65,712-92.1% | $57,196-91.0% | $273,972-98.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 2.76% | 22.01%-19.2pp | 14.59%-11.8pp | 41.46%-38.7pp |
| Employer contribution / active EE | $805 | $3,280-75.5% | $2,683-70.0% | $4,869-83.5% |
| Participant deferral / active EE | $805 | $3,782-78.7% | $3,096-74.0% | $5,287-84.8% |
| Admin fee / account holder | $26 | $4,838-99.5% | $3,141-99.2% | $10,133-99.7% |