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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 | $8,834 | $90,486-90.2% | $78,676-88.8% | $273,972-96.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 2.13% | 75.62%-73.5pp | 62.19%-60.1pp | 41.46%-39.3pp |
| Employer contribution / active EE | $510 | $3,175-83.9% | $2,850-82.1% | $4,869-89.5% |
| Participant deferral / active EE | $510 | $3,901-86.9% | $3,517-85.5% | $5,287-90.4% |
| Admin fee / account holder | $8 | $5,263-99.8% | $4,510-99.8% | $10,133-99.9% |