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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 | $4,158 | $72,177-94.2% | $115,038-96.4% | $59,633-93.0% |
| Participation rate | 96.7% | 72.6%+24.1pp | 81.4%+15.3pp | 68.7%+28.0pp |
| Annual return | 0.00% | 12.02%-12.0pp | 26.14%-26.1pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $526 | $2,841-81.5% | $4,608-88.6% | $2,203-76.1% |
| Participant deferral / active EE | $2,230 | $4,783-53.4% | $6,026-63.0% | $3,192-30.1% |
| Admin fee / account holder | $26 | $4,927-99.5% | $8,175-99.7% | $4,297-99.4% |