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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 | $3,845 | $158,852-97.6% | $121,220-96.8% | $135,380-97.2% |
| Participation rate | 93.8% | 79.3%+14.4pp | 71.8%+22.0pp | 82.6%+11.1pp |
| Annual return | 0.00% | -0.64%+0.6pp | 16.94%-16.9pp | 519.81%-519.8pp |
| Employer contribution / active EE | $1,467 | $5,666-74.1% | $4,023-63.5% | $4,779-69.3% |
| Participant deferral / active EE | $1,675 | $4,006-58.2% | $3,345-49.9% | $5,609-70.1% |
| Admin fee / account holder | $30 | $6,515-99.5% | $5,021-99.4% | $10,828-99.7% |