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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 | $4,503 | $167,483-97.3% | $115,752-96.1% | $147,586-96.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 82.8%+17.2pp |
| Annual return | 0.00% | 12.11%-12.1pp | 19.41%-19.4pp | 578.59%-578.6pp |
| Employer contribution / active EE | $1,189 | $4,960-76.0% | $3,492-66.0% | $4,876-75.6% |
| Participant deferral / active EE | $2,922 | $7,037-58.5% | $5,204-43.9% | $5,439-46.3% |
| Admin fee / account holder | $0 | $13,069-100.0% | $6,278-100.0% | $10,886-100.0% |