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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 | $10,132 | $95,188-89.4% | $76,518-86.8% | $135,379-92.5% |
| Participation rate | 73.9% | 74.4%-0.5pp | 68.0%+5.9pp | 82.6%-8.7pp |
| Annual return | 0.00% | 4.85%-4.9pp | -0.27%+0.3pp | 519.79%-519.8pp |
| Employer contribution / active EE | $1,673 | $3,303-49.3% | $2,647-36.8% | $4,779-65.0% |
| Participant deferral / active EE | $3,322 | $4,640-28.4% | $3,836-13.4% | $5,609-40.8% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,849-100.0% | $10,828-100.0% |