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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 | $8,557 | $73,848-88.4% | $143,799-94.0% | $68,486-87.5% |
| Participation rate | 97.1% | 66.7%+30.5pp | 80.3%+16.8pp | 67.9%+29.2pp |
| Annual return | 0.00% | 0.91%-0.9pp | -0.04%0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $792 | $3,184-75.1% | $4,952-84.0% | $2,597-69.5% |
| Participant deferral / active EE | $1,382 | $3,385-59.2% | $5,638-75.5% | $4,028-65.7% |
| Admin fee / account holder | $20 | $5,755-99.6% | $14,677-99.9% | $5,404-99.6% |