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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 | $4,648 | $113,941-95.9% | $94,229-95.1% | $125,389-96.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 3.03% | 5.29%-2.3pp | 10.68%-7.6pp | 282.24%-279.2pp |
| Employer contribution / active EE | $1,824 | $4,727-61.4% | $3,587-49.1% | $4,866-62.5% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $12 | $8,392-99.9% | $6,269-99.8% | $9,541-99.9% |