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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 | $3,071 | $73,848-95.8% | $143,799-97.9% | $68,486-95.5% |
| Participation rate | 71.4% | 66.7%+4.8pp | 80.3%-8.9pp | 67.9%+3.5pp |
| Annual return | 0.00% | 0.91%-0.9pp | -0.04%0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $856 | $3,184-73.1% | $4,952-82.7% | $2,597-67.0% |
| Participant deferral / active EE | $1,204 | $3,385-64.4% | $5,638-78.6% | $4,028-70.1% |
| Admin fee / account holder | $0 | $5,755-100.0% | $14,677-100.0% | $5,404-100.0% |