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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 | $4,784 | $99,032-95.2% | $80,022-94.0% | $135,380-96.5% |
| Participation rate | 72.2% | 78.4%-6.1pp | 75.8%-3.6pp | 82.6%-10.4pp |
| Annual return | 0.00% | 15.39%-15.4pp | 11.22%-11.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $1,336 | $3,043-56.1% | $2,468-45.9% | $4,779-72.0% |
| Participant deferral / active EE | $2,656 | $4,282-38.0% | $3,686-27.9% | $5,609-52.6% |
| Admin fee / account holder | $8 | $10,436-99.9% | $6,521-99.9% | $10,828-99.9% |