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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 | $2,905 | $57,352-94.9% | $83,831-96.5% | $64,173-95.5% |
| Participation rate | 92.3% | 68.6%+23.7pp | 76.1%+16.2pp | 69.6%+22.7pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.99%-851.0pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,394 | $2,546-45.2% | $3,631-61.6% | $2,381-41.5% |
| Participant deferral / active EE | $2,571 | $2,993-14.1% | $4,082-37.0% | $3,470-25.9% |
| Admin fee / account holder | $15 | $4,046-99.6% | $5,479-99.7% | $4,887-99.7% |