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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 | $8,621 | $40,275-78.6% | $57,356-85.0% | $59,633-85.5% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 1.55% | 27.52%-26.0pp | 24.41%-22.9pp | 2041.45%-2039.9pp |
| Employer contribution / active EE | $683 | $1,921-64.4% | $2,689-74.6% | $2,203-69.0% |
| Participant deferral / active EE | $1,182 | $2,400-50.8% | $3,162-62.6% | $3,192-63.0% |
| Admin fee / account holder | $247 | $2,820-91.2% | $3,357-92.6% | $4,297-94.2% |