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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 | $23,385 | $113,935-79.5% | $94,224-75.2% | $125,393-81.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 0.35% | 5.29%-4.9pp | 10.68%-10.3pp | 282.23%-281.9pp |
| Employer contribution / active EE | $871 | $4,727-81.6% | $3,587-75.7% | $4,866-82.1% |
| Participant deferral / active EE | $1,667 | $5,179-67.8% | $4,320-61.4% | $5,351-68.9% |
| Admin fee / account holder | $0 | $8,391-100.0% | $6,269-100.0% | $9,541-100.0% |