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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 | $3,485 | $113,941-96.9% | $94,229-96.3% | $125,389-97.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 0.00% | 5.29%-5.3pp | 10.68%-10.7pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,447 | $4,727-69.4% | $3,587-59.7% | $4,866-70.3% |
| Participant deferral / active EE | $2,056 | $5,179-60.3% | $4,320-52.4% | $5,352-61.6% |
| Admin fee / account holder | $24 | $8,392-99.7% | $6,269-99.6% | $9,541-99.8% |