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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 | $1,960 | $86,940-97.7% | $102,434-98.1% | $80,935-97.6% |
| Participation rate | 91.7% | 72.4%+19.3pp | 76.5%+15.2pp | 67.7%+24.0pp |
| Annual return | 0.00% | 18.89%-18.9pp | 29.46%-29.5pp | 35.66%-35.7pp |
| Employer contribution / active EE | $1,724 | $2,370-27.2% | $3,023-43.0% | $2,757-37.4% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,055-100.0% | $4,299-100.0% |
| Admin fee / account holder | $9 | $8,047-99.9% | $9,462-99.9% | $6,924-99.9% |