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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 | $3,715 | $82,288-95.5% | $68,794-94.6% | $134,509-97.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | 0.00% | -2.19%+2.2pp | -6.37%+6.4pp | 418.13%-418.1pp |
| Employer contribution / active EE | $574 | $3,301-82.6% | $2,656-78.4% | $4,741-87.9% |
| Participant deferral / active EE | $3,211 | $4,738-32.2% | $3,941-18.5% | $6,400-49.8% |
| Admin fee / account holder | $16 | $6,482-99.8% | $4,934-99.7% | $11,427-99.9% |