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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 | $10,269 | $54,380-81.1% | $68,509-85.0% | $59,633-82.8% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 68.7%+31.3pp |
| Annual return | 0.00% | 2.83%-2.8pp | 8.27%-8.3pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $1,948 | $1,539+26.6% | $2,278-14.5% | $2,203-11.6% |
| Participant deferral / active EE | $3,767 | $2,643+42.5% | $3,382+11.4% | $3,192+18.0% |
| Admin fee / account holder | $113 | $3,885-97.1% | $5,275-97.9% | $4,297-97.4% |