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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 | $4,070 | $95,917-95.8% | $79,583-94.9% | $134,545-97.0% |
| Participation rate | 77.8% | 75.0%+2.7pp | 69.5%+8.3pp | 81.2%-3.5pp |
| Annual return | 0.00% | -2.70%+2.7pp | 0.16%-0.2pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,141 | $3,129-63.5% | $2,414-52.7% | $4,742-75.9% |
| Participant deferral / active EE | $2,028 | $4,694-56.8% | $3,986-49.1% | $6,401-68.3% |
| Admin fee / account holder | $10 | $9,132-99.9% | $6,835-99.9% | $11,431-99.9% |