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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 | $5,896 | $59,116-90.0% | $86,438-93.2% | $68,486-91.4% |
| Participation rate | 96.3% | 75.2%+21.1pp | 80.3%+16.0pp | 67.9%+28.4pp |
| Annual return | 0.00% | -0.23%+0.2pp | 4397.19%-4397.2pp | -7.85%+7.9pp |
| Employer contribution / active EE | $2,206 | $2,519-12.4% | $3,769-41.5% | $2,597-15.0% |
| Participant deferral / active EE | $3,414 | $5,902-42.2% | $6,952-50.9% | $4,028-15.2% |
| Admin fee / account holder | $109 | $5,639-98.1% | $6,733-98.4% | $5,404-98.0% |