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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 | $2,755 | $95,193-97.1% | $76,523-96.4% | $135,382-98.0% |
| Participation rate | 80.0% | 74.4%+5.6pp | 68.0%+12.0pp | 82.6%-2.6pp |
| Annual return | 0.00% | 4.85%-4.8pp | -0.27%+0.3pp | 519.77%-519.8pp |
| Employer contribution / active EE | $397 | $3,302-88.0% | $2,647-85.0% | $4,779-91.7% |
| Participant deferral / active EE | $1,997 | $4,639-57.0% | $3,835-47.9% | $5,609-64.4% |
| Admin fee / account holder | $9 | $6,249-99.9% | $4,848-99.8% | $10,829-99.9% |