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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 | $3,937 | $57,119-93.1% | $85,187-95.4% | $80,935-95.1% |
| Participation rate | 94.4% | 56.4%+38.0pp | 67.5%+26.9pp | 67.7%+26.8pp |
| Annual return | 0.00% | 21.70%-21.7pp | 66.67%-66.7pp | 35.66%-35.7pp |
| Employer contribution / active EE | $3,552 | $1,802+97.1% | $2,732+30.0% | $2,757+28.8% |
| Participant deferral / active EE | $0 | $3,115-100.0% | $4,525-100.0% | $4,299-100.0% |
| Admin fee / account holder | $47 | $4,990-99.1% | $6,162-99.2% | $6,924-99.3% |