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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 | $3,782 | $167,362-97.7% | $143,799-97.4% | $134,532-97.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -0.72% | 0.47%-1.2pp | -0.04%-0.7pp | 418.27%-419.0pp |
| Employer contribution / active EE | $1,746 | $5,620-68.9% | $4,952-64.7% | $4,741-63.2% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $217 | $18,094-98.8% | $14,677-98.5% | $11,429-98.1% |