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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 | $1,909 | $85,790-97.8% | $67,313-97.2% | $135,379-98.6% |
| Participation rate | 83.3% | 76.5%+6.9pp | 69.1%+14.3pp | 82.6%+0.7pp |
| Annual return | 0.00% | -0.54%+0.5pp | -4.08%+4.1pp | 519.79%-519.8pp |
| Employer contribution / active EE | $1,100 | $3,487-68.5% | $2,566-57.1% | $4,779-77.0% |
| Participant deferral / active EE | $2,012 | $4,651-56.7% | $3,568-43.6% | $5,609-64.1% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,828-100.0% |