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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 | $3,142 | $83,485-96.2% | $125,195-97.5% | $72,976-95.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 0.00% | 25.77%-25.8pp | 43.79%-43.8pp | 81.02%-81.0pp |
| Employer contribution / active EE | $620 | $2,346-73.6% | $3,866-84.0% | $2,440-74.6% |
| Participant deferral / active EE | $2,506 | $3,586-30.1% | $4,937-49.2% | $3,608-30.5% |
| Admin fee / account holder | $62 | $5,518-98.9% | $9,704-99.4% | $5,124-98.8% |