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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 | $2,678 | $95,188-97.2% | $76,518-96.5% | $135,379-98.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 0.00% | 4.85%-4.9pp | -0.27%+0.3pp | 519.79%-519.8pp |
| Employer contribution / active EE | $484 | $3,303-85.3% | $2,647-81.7% | $4,779-89.9% |
| Participant deferral / active EE | $951 | $4,640-79.5% | $3,836-75.2% | $5,609-83.0% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,849-100.0% | $10,828-100.0% |