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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 | $2,029 | $77,677-97.4% | $109,173-98.1% | $79,391-97.4% |
| Participation rate | 83.9% | 67.8%+16.1pp | 75.9%+8.0pp | 70.7%+13.2pp |
| Annual return | 0.00% | 23.44%-23.4pp | 25.75%-25.8pp | 116.88%-116.9pp |
| Employer contribution / active EE | $1,780 | $2,798-36.4% | $3,723-52.2% | $2,428-26.7% |
| Participant deferral / active EE | $0 | $3,517-100.0% | $4,654-100.0% | $4,046-100.0% |
| Admin fee / account holder | $7 | $732-99.0% | $6,755-99.9% | $627-98.9% |