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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 | $5,236 | $54,380-90.4% | $68,509-92.4% | $59,633-91.2% |
| Participation rate | 96.2% | 70.2%+26.0pp | 74.7%+21.4pp | 68.7%+27.5pp |
| Annual return | 0.00% | 2.83%-2.8pp | 8.27%-8.3pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $1,970 | $1,539+28.0% | $2,278-13.5% | $2,203-10.6% |
| Participant deferral / active EE | $3,110 | $2,643+17.7% | $3,382-8.1% | $3,192-2.6% |
| Admin fee / account holder | $0 | $3,885-100.0% | $5,275-100.0% | $4,297-100.0% |