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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 | $2,772 | $99,032-97.2% | $80,022-96.5% | $135,380-98.0% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 0.00% | 15.39%-15.4pp | 11.22%-11.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $1,050 | $3,043-65.5% | $2,468-57.4% | $4,779-78.0% |
| Participant deferral / active EE | $1,960 | $4,282-54.2% | $3,686-46.8% | $5,609-65.1% |
| Admin fee / account holder | $4 | $10,436-100.0% | $6,521-99.9% | $10,828-100.0% |