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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 | $1,482 | $107,809-98.6% | $90,657-98.4% | $135,380-98.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | 0.00% | -0.90%+0.9pp | 1.89%-1.9pp | 519.81%-519.8pp |
| Employer contribution / active EE | $922 | $3,018-69.5% | $2,532-63.6% | $4,779-80.7% |
| Participant deferral / active EE | $703 | $3,872-81.8% | $3,424-79.5% | $5,609-87.5% |
| Admin fee / account holder | $10 | $5,931-99.8% | $4,994-99.8% | $10,828-99.9% |