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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 | $9,688 | $92,219-89.5% | $76,767-87.4% | $135,380-92.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 0.00% | 5.46%-5.5pp | 2.43%-2.4pp | 519.81%-519.8pp |
| Employer contribution / active EE | $2,740 | $3,216-14.8% | $2,485+10.3% | $4,779-42.7% |
| Participant deferral / active EE | $7,772 | $4,508+72.4% | $3,852+101.8% | $5,609+38.6% |
| Admin fee / account holder | $61 | $10,749-99.4% | $6,675-99.1% | $10,828-99.4% |