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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 | $2,883 | $92,219-96.9% | $76,767-96.2% | $135,380-97.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 0.73% | 5.46%-4.7pp | 2.43%-1.7pp | 519.81%-519.1pp |
| Employer contribution / active EE | $1,818 | $3,216-43.5% | $2,485-26.8% | $4,779-62.0% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $6 | $10,749-99.9% | $6,675-99.9% | $10,828-99.9% |