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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 | $5,624 | $95,917-94.1% | $79,583-92.9% | $134,545-95.8% |
| Participation rate | 86.7% | 75.0%+11.6pp | 69.5%+17.2pp | 81.2%+5.4pp |
| Annual return | 0.00% | -2.70%+2.7pp | 0.16%-0.2pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,112 | $3,129-64.5% | $2,414-53.9% | $4,742-76.5% |
| Participant deferral / active EE | $2,287 | $4,694-51.3% | $3,986-42.6% | $6,401-64.3% |
| Admin fee / account holder | $17 | $9,132-99.8% | $6,835-99.8% | $11,431-99.9% |