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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 | $4,868 | $72,492-93.3% | $87,102-94.4% | $72,983-93.3% |
| Participation rate | 92.3% | 72.8%+19.5pp | 76.9%+15.4pp | 69.5%+22.8pp |
| Annual return | 0.00% | 24.46%-24.5pp | 28.19%-28.2pp | 81.01%-81.0pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,820 | $3,270+16.8% | $4,048-5.6% | $3,608+5.9% |
| Admin fee / account holder | $3 | $5,055-99.9% | $7,491-100.0% | $5,124-99.9% |