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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 | $4,781 | $90,486-94.7% | $78,676-93.9% | $273,972-98.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.02% | 75.62%-70.6pp | 62.19%-57.2pp | 41.46%-36.4pp |
| Employer contribution / active EE | $884 | $3,175-72.1% | $2,850-69.0% | $4,869-81.8% |
| Participant deferral / active EE | $884 | $3,901-77.3% | $3,517-74.9% | $5,287-83.3% |
| Admin fee / account holder | $267 | $5,263-94.9% | $4,510-94.1% | $10,133-97.4% |