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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 | $2,493 | $45,438-94.5% | $80,004-96.9% | $59,633-95.8% |
| Participation rate | 89.5% | 63.7%+25.7pp | 73.0%+16.5pp | 68.7%+20.8pp |
| Annual return | 0.00% | 5.10%-5.1pp | 7.63%-7.6pp | 2041.40%-2041.4pp |
| Employer contribution / active EE | $585 | $1,236-52.7% | $2,473-76.4% | $2,203-73.5% |
| Participant deferral / active EE | $1,724 | $2,231-22.7% | $3,204-46.2% | $3,192-46.0% |
| Admin fee / account holder | $58 | $3,464-98.3% | $5,033-98.8% | $4,297-98.6% |