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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 | $6,088 | $73,863-91.8% | $143,797-95.8% | $68,490-91.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | 0.00% | 0.91%-0.9pp | -0.04%0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,361 | $3,185-57.3% | $4,952-72.5% | $2,597-47.6% |
| Participant deferral / active EE | $2,354 | $3,385-30.4% | $5,638-58.2% | $4,028-41.6% |
| Admin fee / account holder | $252 | $5,756-95.6% | $14,679-98.3% | $5,403-95.3% |