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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 | $2,412 | $95,895-97.5% | $79,576-97.0% | $134,509-98.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | 0.00% | -2.72%+2.7pp | 0.15%-0.1pp | 418.13%-418.1pp |
| Employer contribution / active EE | $878 | $3,128-71.9% | $2,413-63.6% | $4,741-81.5% |
| Participant deferral / active EE | $2,125 | $4,693-54.7% | $3,985-46.7% | $6,400-66.8% |
| Admin fee / account holder | $0 | $9,129-100.0% | $6,834-100.0% | $11,427-100.0% |