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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 | $3,157 | $46,599-93.2% | $64,101-95.1% | $75,173-95.8% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 21.03% | 26.06%-5.0pp | 33.72%-12.7pp | 160.72%-139.7pp |
| Employer contribution / active EE | $648 | $1,975-67.2% | $2,749-76.4% | $2,671-75.7% |
| Participant deferral / active EE | $911 | $2,837-67.9% | $3,881-76.5% | $4,126-77.9% |
| Admin fee / account holder | $132 | $2,956-95.5% | $3,070-95.7% | $5,651-97.7% |