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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 | $4,181 | $65,712-93.6% | $57,196-92.7% | $273,972-98.5% |
| Participation rate | 87.5% | 78.3%+9.2pp | 75.3%+12.2pp | 83.0%+4.5pp |
| Annual return | 0.00% | 22.01%-22.0pp | 14.59%-14.6pp | 41.46%-41.5pp |
| Employer contribution / active EE | $842 | $3,280-74.3% | $2,683-68.6% | $4,869-82.7% |
| Participant deferral / active EE | $2,841 | $3,782-24.9% | $3,096-8.3% | $5,287-46.3% |
| Admin fee / account holder | $1 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |