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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 | $5,669 | $92,219-93.9% | $76,767-92.6% | $135,380-95.8% |
| Participation rate | 72.7% | 79.8%-7.0pp | 77.0%-4.2pp | 82.6%-9.9pp |
| Annual return | 0.00% | 5.46%-5.5pp | 2.43%-2.4pp | 519.81%-519.8pp |
| Employer contribution / active EE | $1,104 | $3,216-65.7% | $2,485-55.6% | $4,779-76.9% |
| Participant deferral / active EE | $3,908 | $4,508-13.3% | $3,852+1.5% | $5,609-30.3% |
| Admin fee / account holder | $17 | $10,749-99.8% | $6,675-99.8% | $10,828-99.8% |