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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 | $2,011 | $51,708-96.1% | $106,619-98.1% | $62,881-96.8% |
| Participation rate | 93.0% | 66.9%+26.1pp | 78.0%+15.0pp | 69.3%+23.7pp |
| Annual return | 0.00% | 4.69%-4.7pp | 9.42%-9.4pp | 20.14%-20.1pp |
| Employer contribution / active EE | $589 | $1,764-66.6% | $3,947-85.1% | $2,281-74.2% |
| Participant deferral / active EE | $1,241 | $2,315-46.4% | $3,930-68.4% | $3,203-61.3% |
| Admin fee / account holder | $0 | $3,349-100.0% | $6,418-100.0% | $4,296-100.0% |