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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 | $9,380 | $92,219-89.8% | $76,767-87.8% | $135,380-93.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 0.17% | 5.46%-5.3pp | 2.43%-2.3pp | 519.81%-519.6pp |
| Employer contribution / active EE | $686 | $3,216-78.7% | $2,485-72.4% | $4,779-85.6% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $156 | $10,749-98.5% | $6,675-97.7% | $10,828-98.6% |