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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 | $2,893 | $92,219-96.9% | $76,766-96.2% | $135,382-97.9% |
| Participation rate | 70.0% | 79.8%-9.8pp | 77.0%-7.0pp | 82.6%-12.6pp |
| Annual return | 0.00% | 5.46%-5.5pp | 2.43%-2.4pp | 519.77%-519.8pp |
| Employer contribution / active EE | $906 | $3,216-71.8% | $2,485-63.5% | $4,779-81.0% |
| Participant deferral / active EE | $2,087 | $4,508-53.7% | $3,851-45.8% | $5,609-62.8% |
| Admin fee / account holder | $37 | $10,749-99.7% | $6,675-99.5% | $10,829-99.7% |