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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 | $3,705 | $93,064-96.0% | $74,577-95.0% | $273,972-98.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 4.74% | 26.18%-21.4pp | 20.47%-15.7pp | 41.46%-36.7pp |
| Employer contribution / active EE | $619 | $3,160-80.4% | $2,525-75.5% | $4,869-87.3% |
| Participant deferral / active EE | $3,407 | $4,160-18.1% | $3,458-1.5% | $5,287-35.6% |
| Admin fee / account holder | $41 | $5,273-99.2% | $4,138-99.0% | $10,133-99.6% |