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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 | $4,232 | $53,128-92.0% | $86,582-95.1% | $70,126-94.0% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 15.33% | 27.66%-12.3pp | 965.08%-949.8pp | 73.15%-57.8pp |
| Employer contribution / active EE | $632 | $2,068-69.4% | $2,839-77.7% | $2,343-73.0% |
| Participant deferral / active EE | $804 | $2,695-70.2% | $3,609-77.7% | $3,332-75.9% |
| Admin fee / account holder | $281 | $3,584-92.2% | $4,904-94.3% | $4,645-93.9% |