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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 | $5,374 | $85,790-93.7% | $67,313-92.0% | $135,379-96.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 0.00% | -0.54%+0.5pp | -4.08%+4.1pp | 519.79%-519.8pp |
| Employer contribution / active EE | $2,782 | $3,487-20.2% | $2,566+8.4% | $4,779-41.8% |
| Participant deferral / active EE | $4,914 | $4,651+5.7% | $3,568+37.7% | $5,609-12.4% |
| Admin fee / account holder | $13 | $6,392-99.8% | $4,507-99.7% | $10,828-99.9% |