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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 | $2,192 | $39,162-94.4% | $100,671-97.8% | $59,633-96.3% |
| Participation rate | 89.2% | 55.9%+33.3pp | 70.7%+18.5pp | 68.7%+20.5pp |
| Annual return | 0.00% | 21.07%-21.1pp | 20.43%-20.4pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $709 | $1,151-38.4% | $4,012-82.3% | $2,203-67.8% |
| Participant deferral / active EE | $1,254 | $1,992-37.1% | $3,144-60.1% | $3,192-60.7% |
| Admin fee / account holder | $7 | $2,969-99.8% | $4,850-99.9% | $4,297-99.8% |