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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 | $3,689 | $41,981-91.2% | $63,412-94.2% | $59,633-93.8% |
| Participation rate | 100.0% | 60.3%+39.7pp | 67.1%+32.9pp | 68.7%+31.3pp |
| Annual return | 0.00% | 13.04%-13.0pp | 4.04%-4.0pp | 2041.40%-2041.4pp |
| Employer contribution / active EE | $1,144 | $1,287-11.1% | $1,814-36.9% | $2,203-48.1% |
| Participant deferral / active EE | $1,302 | $2,002-34.9% | $2,496-47.8% | $3,192-59.2% |
| Admin fee / account holder | $54 | $3,509-98.5% | $3,753-98.6% | $4,297-98.7% |