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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 | $4,229 | $92,219-95.4% | $76,768-94.5% | $135,379-96.9% |
| Participation rate | 85.7% | 79.8%+5.9pp | 77.0%+8.8pp | 82.6%+3.1pp |
| Annual return | 0.00% | 5.46%-5.5pp | 2.43%-2.4pp | 519.79%-519.8pp |
| Employer contribution / active EE | $1,332 | $3,216-58.6% | $2,485-46.4% | $4,779-72.1% |
| Participant deferral / active EE | $2,871 | $4,508-36.3% | $3,852-25.5% | $5,609-48.8% |
| Admin fee / account holder | $24 | $10,749-99.8% | $6,675-99.6% | $10,828-99.8% |