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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 | $3,066 | $211,946-98.6% | $169,452-98.2% | $135,380-97.7% |
| Participation rate | 76.9% | 82.6%-5.7pp | 77.8%-0.9pp | 82.6%-5.7pp |
| Annual return | 0.00% | 3.26%-3.3pp | 1.83%-1.8pp | 519.81%-519.8pp |
| Employer contribution / active EE | $987 | $5,117-80.7% | $4,157-76.3% | $4,779-79.3% |
| Participant deferral / active EE | $2,676 | $6,075-56.0% | $5,277-49.3% | $5,609-52.3% |
| Admin fee / account holder | $66 | $11,472-99.4% | $9,110-99.3% | $10,828-99.4% |