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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 | $5,103 | $85,790-94.1% | $67,313-92.4% | $135,379-96.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 0.00% | -0.54%+0.5pp | -4.08%+4.1pp | 519.79%-519.8pp |
| Employer contribution / active EE | $945 | $3,487-72.9% | $2,566-63.2% | $4,779-80.2% |
| Participant deferral / active EE | $4,442 | $4,651-4.5% | $3,568+24.5% | $5,609-20.8% |
| Admin fee / account holder | $176 | $6,392-97.2% | $4,507-96.1% | $10,828-98.4% |