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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 | $7,112 | $90,486-92.1% | $78,676-91.0% | $273,972-97.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.63% | 75.62%-67.0pp | 62.19%-53.6pp | 41.46%-32.8pp |
| Employer contribution / active EE | $1,859 | $3,175-41.4% | $2,850-34.8% | $4,869-61.8% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $241 | $5,263-95.4% | $4,510-94.7% | $10,133-97.6% |