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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 | $2,211 | $79,025-97.2% | - | $273,972-99.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | - | 83.0%+17.0pp |
| Annual return | 0.00% | 18.58%-18.6pp | - | 41.46%-41.5pp |
| Employer contribution / active EE | $1,032 | $4,094-74.8% | - | $4,869-78.8% |
| Participant deferral / active EE | $1,140 | $3,420-66.7% | - | $5,287-78.4% |
| Admin fee / account holder | $0 | $13,337-100.0% | - | $10,133-100.0% |