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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 | $832 | $107,809-99.2% | $90,657-99.1% | $135,380-99.4% |
| Participation rate | 90.9% | 78.0%+12.9pp | 74.0%+16.9pp | 82.6%+8.3pp |
| Annual return | 0.00% | -0.90%+0.9pp | 1.89%-1.9pp | 519.81%-519.8pp |
| Employer contribution / active EE | $261 | $3,018-91.3% | $2,532-89.7% | $4,779-94.5% |
| Participant deferral / active EE | $644 | $3,872-83.4% | $3,424-81.2% | $5,609-88.5% |
| Admin fee / account holder | $2 | $5,931-100.0% | $4,994-100.0% | $10,828-100.0% |