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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 | $4,509 | $59,111-92.4% | $86,451-94.8% | $68,490-93.4% |
| Participation rate | 96.7% | 75.2%+21.4pp | 80.3%+16.3pp | 67.9%+28.8pp |
| Annual return | 0.00% | -0.22%+0.2pp | 4398.51%-4398.5pp | -7.85%+7.9pp |
| Employer contribution / active EE | $2,564 | $2,519+1.8% | $3,770-32.0% | $2,597-1.3% |
| Participant deferral / active EE | $2,778 | $5,900-52.9% | $6,953-60.1% | $4,028-31.0% |
| Admin fee / account holder | $15 | $5,640-99.7% | $6,734-99.8% | $5,403-99.7% |