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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 | $3,465 | $86,701-96.0% | $73,309-95.3% | $125,389-97.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 0.00% | 2.78%-2.8pp | 5.67%-5.7pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,269 | $4,152-69.4% | $3,237-60.8% | $4,866-73.9% |
| Participant deferral / active EE | $1,823 | $5,549-67.1% | $4,991-63.5% | $5,352-65.9% |
| Admin fee / account holder | $2 | $7,768-100.0% | $5,635-100.0% | $9,541-100.0% |