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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 | $3,555 | $97,020-96.3% | $83,322-95.7% | $135,379-97.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 0.00% | 12.31%-12.3pp | 10.64%-10.6pp | 519.79%-519.8pp |
| Employer contribution / active EE | $1,474 | $4,144-64.4% | $3,379-56.4% | $4,779-69.2% |
| Participant deferral / active EE | $2,273 | $5,964-61.9% | $5,565-59.2% | $5,609-59.5% |
| Admin fee / account holder | $21 | $8,426-99.7% | $7,540-99.7% | $10,828-99.8% |