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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 | $5,935 | $95,188-93.8% | $76,518-92.2% | $135,380-95.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 0.00% | 4.85%-4.9pp | -0.27%+0.3pp | 519.81%-519.8pp |
| Employer contribution / active EE | $370 | $3,303-88.8% | $2,647-86.0% | $4,779-92.2% |
| Participant deferral / active EE | $5,930 | $4,640+27.8% | $3,836+54.6% | $5,609+5.7% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,849-100.0% | $10,828-100.0% |