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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 | $3,024 | $92,219-96.7% | $76,767-96.1% | $135,380-97.8% |
| Participation rate | 70.0% | 79.8%-9.8pp | 77.0%-7.0pp | 82.6%-12.6pp |
| Annual return | 0.00% | 5.46%-5.5pp | 2.43%-2.4pp | 519.81%-519.8pp |
| Employer contribution / active EE | $980 | $3,216-69.5% | $2,485-60.6% | $4,779-79.5% |
| Participant deferral / active EE | $1,938 | $4,508-57.0% | $3,852-49.7% | $5,609-65.4% |
| Admin fee / account holder | $159 | $10,749-98.5% | $6,675-97.6% | $10,828-98.5% |