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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 | $2,352 | $53,412-95.6% | $68,509-96.6% | $52,331-95.5% |
| Participation rate | 100.0% | 71.7%+28.3pp | 74.7%+25.3pp | 68.1%+31.9pp |
| Annual return | 0.00% | 3.42%-3.4pp | 8.27%-8.3pp | 4.54%-4.5pp |
| Employer contribution / active EE | $798 | $1,607-50.4% | $2,278-65.0% | $1,882-57.6% |
| Participant deferral / active EE | $1,548 | $2,688-42.4% | $3,382-54.2% | $3,022-48.8% |
| Admin fee / account holder | $0 | $461-100.0% | $5,275-100.0% | $592-100.0% |