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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 | $5,626 | $95,188-94.1% | $76,518-92.6% | $135,380-95.8% |
| Participation rate | 80.0% | 74.4%+5.6pp | 68.0%+12.0pp | 82.6%-2.6pp |
| Annual return | 0.00% | 4.85%-4.9pp | -0.27%+0.3pp | 519.81%-519.8pp |
| Employer contribution / active EE | $1,723 | $3,303-47.8% | $2,647-34.9% | $4,779-63.9% |
| Participant deferral / active EE | $3,051 | $4,640-34.2% | $3,836-20.5% | $5,609-45.6% |
| Admin fee / account holder | $34 | $6,249-99.5% | $4,849-99.3% | $10,828-99.7% |