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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 | $6,253 | $65,712-90.5% | $57,196-89.1% | $273,972-97.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.50% | 22.01%-16.5pp | 14.59%-9.1pp | 41.46%-36.0pp |
| Employer contribution / active EE | $1,067 | $3,280-67.5% | $2,683-60.2% | $4,869-78.1% |
| Participant deferral / active EE | $0 | $3,782-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |