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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 | $4,549 | $48,050-90.5% | $85,969-94.7% | $59,633-92.4% |
| Participation rate | 100.0% | 64.5%+35.5pp | 76.5%+23.5pp | 68.7%+31.3pp |
| Annual return | 0.00% | 0.29%-0.3pp | 9.32%-9.3pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $1,908 | $1,640+16.4% | $3,474-45.1% | $2,203-13.4% |
| Participant deferral / active EE | $2,573 | $2,249+14.4% | $3,829-32.8% | $3,192-19.4% |
| Admin fee / account holder | $0 | $3,206-100.0% | $6,053-100.0% | $4,297-100.0% |