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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 | $3,290 | $81,258-96.0% | $105,218-96.9% | $59,633-94.5% |
| Participation rate | 81.3% | 75.4%+5.8pp | 77.2%+4.0pp | 68.7%+12.6pp |
| Annual return | 0.00% | 1.96%-2.0pp | 5.33%-5.3pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $818 | $2,562-68.1% | $3,255-74.9% | $2,203-62.9% |
| Participant deferral / active EE | $2,170 | $3,881-44.1% | $4,867-55.4% | $3,192-32.0% |
| Admin fee / account holder | $109 | $5,841-98.1% | $6,992-98.4% | $4,297-97.5% |