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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 | $5,243 | $112,300-95.3% | $90,223-94.2% | $125,389-95.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.0%+21.0pp | 83.2%+16.8pp |
| Annual return | 0.00% | -0.57%+0.6pp | 1.31%-1.3pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,808 | $5,181-65.1% | $4,378-58.7% | $4,866-62.8% |
| Participant deferral / active EE | $4,022 | $6,733-40.3% | $5,792-30.6% | $5,352-24.8% |
| Admin fee / account holder | $12 | $10,990-99.9% | $7,406-99.8% | $9,541-99.9% |