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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 | $7,304 | $136,307-94.6% | $106,619-93.1% | $273,972-97.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 0.00% | 11.05%-11.1pp | 9.42%-9.4pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,728 | $5,190-66.7% | $3,947-56.2% | $4,869-64.5% |
| Participant deferral / active EE | $1,739 | $4,969-65.0% | $3,930-55.8% | $5,287-67.1% |
| Admin fee / account holder | $18 | $8,625-99.8% | $6,418-99.7% | $10,133-99.8% |