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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 | $2,491 | $56,544-95.6% | $75,501-96.7% | $70,126-96.4% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.4%+27.6pp | 69.5%+30.5pp |
| Annual return | 0.00% | 23.59%-23.6pp | 27.35%-27.4pp | 73.15%-73.1pp |
| Employer contribution / active EE | $735 | $1,817-59.5% | $2,352-68.7% | $2,343-68.6% |
| Participant deferral / active EE | $1,778 | $2,580-31.1% | $3,142-43.4% | $3,332-46.6% |
| Admin fee / account holder | $33 | $3,827-99.1% | $5,801-99.4% | $4,645-99.3% |