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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 | $17,667 | $113,935-84.5% | $94,224-81.2% | $125,393-85.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 1.66% | 5.29%-3.6pp | 10.68%-9.0pp | 282.23%-280.6pp |
| Employer contribution / active EE | $1,087 | $4,727-77.0% | $3,587-69.7% | $4,866-77.7% |
| Participant deferral / active EE | $4,134 | $5,179-20.2% | $4,320-4.3% | $5,351-22.8% |
| Admin fee / account holder | $0 | $8,391-100.0% | $6,269-100.0% | $9,541-100.0% |