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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 | $2,172 | $52,678-95.9% | $75,784-97.1% | $59,633-96.4% |
| Participation rate | 96.3% | 67.2%+29.1pp | 75.8%+20.5pp | 68.7%+27.6pp |
| Annual return | 0.00% | 2.95%-3.0pp | 9.68%-9.7pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $1,300 | $2,193-40.7% | $3,323-60.9% | $2,203-41.0% |
| Participant deferral / active EE | $1,064 | $2,591-58.9% | $3,652-70.9% | $3,192-66.7% |
| Admin fee / account holder | $0 | $3,610-100.0% | $5,300-100.0% | $4,297-100.0% |