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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 | $8,694 | $107,809-91.9% | $90,657-90.4% | $135,380-93.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | 0.75% | -0.90%+1.7pp | 1.89%-1.1pp | 519.81%-519.1pp |
| Employer contribution / active EE | $1,541 | $3,018-48.9% | $2,532-39.1% | $4,779-67.7% |
| Participant deferral / active EE | $4,104 | $3,872+6.0% | $3,424+19.8% | $5,609-26.8% |
| Admin fee / account holder | $21 | $5,931-99.7% | $4,994-99.6% | $10,828-99.8% |