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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 | $5,721 | $211,946-97.3% | $169,452-96.6% | $135,380-95.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 0.00% | 3.26%-3.3pp | 1.83%-1.8pp | 519.81%-519.8pp |
| Employer contribution / active EE | $2,072 | $5,117-59.5% | $4,157-50.2% | $4,779-56.6% |
| Participant deferral / active EE | $4,021 | $6,075-33.8% | $5,277-23.8% | $5,609-28.3% |
| Admin fee / account holder | $41 | $11,472-99.6% | $9,110-99.6% | $10,828-99.6% |