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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 | $5,050 | $69,518-92.7% | $59,883-91.6% | $135,382-96.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 0.00% | 7.95%-7.9pp | 3.46%-3.5pp | 519.77%-519.8pp |
| Employer contribution / active EE | $2,188 | $3,235-32.4% | $2,722-19.6% | $4,779-54.2% |
| Participant deferral / active EE | $3,063 | $4,204-27.2% | $3,402-10.0% | $5,609-45.4% |
| Admin fee / account holder | $4 | $5,734-99.9% | $3,591-99.9% | $10,829-100.0% |