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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 | $1,880 | $86,050-97.8% | $189,758-99.0% | $94,015-98.0% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 0.00% | 17.77%-17.8pp | 52.62%-52.6pp | 17.84%-17.8pp |
| Employer contribution / active EE | $576 | $2,819-79.6% | $4,767-87.9% | $2,790-79.4% |
| Participant deferral / active EE | $1,198 | $3,349-64.2% | $5,856-79.5% | $4,249-71.8% |
| Admin fee / account holder | $16 | $6,627-99.8% | $20,388-99.9% | $8,951-99.8% |