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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 | $3,167 | $57,352-94.5% | $83,831-96.2% | $64,173-95.1% |
| Participation rate | 70.7% | 68.6%+2.1pp | 76.1%-5.4pp | 69.6%+1.2pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.99%-851.0pp | 7.63%-7.6pp |
| Employer contribution / active EE | $971 | $2,546-61.9% | $3,631-73.3% | $2,381-59.2% |
| Participant deferral / active EE | $1,413 | $2,993-52.8% | $4,082-65.4% | $3,470-59.3% |
| Admin fee / account holder | $6 | $4,046-99.8% | $5,479-99.9% | $4,887-99.9% |