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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 | $10,547 | $107,809-90.2% | $90,657-88.4% | $135,380-92.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | 0.00% | -0.90%+0.9pp | 1.89%-1.9pp | 519.81%-519.8pp |
| Employer contribution / active EE | $3,659 | $3,018+21.3% | $2,532+44.5% | $4,779-23.4% |
| Participant deferral / active EE | $5,986 | $3,872+54.6% | $3,424+74.8% | $5,609+6.7% |
| Admin fee / account holder | $9 | $5,931-99.9% | $4,994-99.8% | $10,828-99.9% |