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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 | $86,701-96.5% | $73,309-95.9% | $125,389-97.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 0.00% | 2.78%-2.8pp | 5.67%-5.7pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,252 | $4,152-69.9% | $3,237-61.3% | $4,866-74.3% |
| Participant deferral / active EE | $1,765 | $5,549-68.2% | $4,991-64.6% | $5,352-67.0% |
| Admin fee / account holder | $17 | $7,768-99.8% | $5,635-99.7% | $9,541-99.8% |