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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 | $3,128 | $158,852-98.0% | $121,220-97.4% | $135,379-97.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | 0.00% | -0.64%+0.6pp | 16.94%-16.9pp | 519.79%-519.8pp |
| Employer contribution / active EE | $1,874 | $5,666-66.9% | $4,023-53.4% | $4,779-60.8% |
| Participant deferral / active EE | $2,243 | $4,006-44.0% | $3,345-32.9% | $5,609-60.0% |
| Admin fee / account holder | $5 | $6,515-99.9% | $5,021-99.9% | $10,828-100.0% |