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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 | $2,711 | $87,733-96.9% | $106,551-97.5% | $85,856-96.8% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 0.00% | 21.86%-21.9pp | 26.80%-26.8pp | 318.58%-318.6pp |
| Employer contribution / active EE | $1,083 | $2,073-47.7% | $2,819-61.6% | $2,565-57.8% |
| Participant deferral / active EE | $1,597 | $3,469-54.0% | $4,398-63.7% | $3,952-59.6% |
| Admin fee / account holder | $5 | $6,767-99.9% | $7,408-99.9% | $6,261-99.9% |