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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 | $3,116 | $95,193-96.7% | $76,523-95.9% | $135,382-97.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 0.00% | 4.85%-4.8pp | -0.27%+0.3pp | 519.77%-519.8pp |
| Employer contribution / active EE | $829 | $3,302-74.9% | $2,647-68.7% | $4,779-82.7% |
| Participant deferral / active EE | $2,488 | $4,639-46.4% | $3,835-35.1% | $5,609-55.6% |
| Admin fee / account holder | $8 | $6,249-99.9% | $4,848-99.8% | $10,829-99.9% |