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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 | $1,383 | $69,518-98.0% | $59,883-97.7% | $135,382-99.0% |
| Participation rate | 86.7% | 77.8%+8.8pp | 74.7%+12.0pp | 82.6%+4.0pp |
| Annual return | 0.00% | 7.95%-7.9pp | 3.46%-3.5pp | 519.77%-519.8pp |
| Employer contribution / active EE | $528 | $3,235-83.7% | $2,722-80.6% | $4,779-88.9% |
| Participant deferral / active EE | $766 | $4,204-81.8% | $3,402-77.5% | $5,609-86.3% |
| Admin fee / account holder | $10 | $5,734-99.8% | $3,591-99.7% | $10,829-99.9% |