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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 | $2,544 | $65,712-96.1% | $57,196-95.6% | $273,972-99.1% |
| Participation rate | 72.2% | 78.3%-6.1pp | 75.3%-3.1pp | 83.0%-10.8pp |
| Annual return | 0.00% | 22.01%-22.0pp | 14.59%-14.6pp | 41.46%-41.5pp |
| Employer contribution / active EE | $742 | $3,280-77.4% | $2,683-72.3% | $4,869-84.8% |
| Participant deferral / active EE | $1,043 | $3,782-72.4% | $3,096-66.3% | $5,287-80.3% |
| Admin fee / account holder | $3 | $4,838-99.9% | $3,141-99.9% | $10,133-100.0% |