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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 | $8,860 | $90,486-90.2% | $78,676-88.7% | $273,972-96.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.54% | 75.62%-70.1pp | 62.19%-56.7pp | 41.46%-35.9pp |
| Employer contribution / active EE | $1,849 | $3,175-41.8% | $2,850-35.1% | $4,869-62.0% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $74 | $5,263-98.6% | $4,510-98.4% | $10,133-99.3% |