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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 | $4,072 | $81,331-95.0% | $155,534-97.4% | $80,935-95.0% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 18.44% | 33.37%-14.9pp | 64.92%-46.5pp | 35.66%-17.2pp |
| Employer contribution / active EE | $781 | $3,105-74.9% | $4,675-83.3% | $2,757-71.7% |
| Participant deferral / active EE | $1,725 | $3,454-50.1% | $5,630-69.4% | $4,299-59.9% |
| Admin fee / account holder | $92 | $7,999-98.8% | $15,900-99.4% | $6,924-98.7% |