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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 | $7,164 | $99,032-92.8% | $80,022-91.0% | $135,379-94.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 0.00% | 15.39%-15.4pp | 11.22%-11.2pp | 519.79%-519.8pp |
| Employer contribution / active EE | $1,644 | $3,043-46.0% | $2,468-33.4% | $4,779-65.6% |
| Participant deferral / active EE | $2,129 | $4,282-50.3% | $3,686-42.2% | $5,609-62.0% |
| Admin fee / account holder | $110 | $10,436-98.9% | $6,521-98.3% | $10,828-99.0% |