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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 | $2,764 | $91,911-97.0% | $68,612-96.0% | $135,379-98.0% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | 0.00% | -8.22%+8.2pp | -4.63%+4.6pp | 519.79%-519.8pp |
| Employer contribution / active EE | $640 | $3,924-83.7% | $2,625-75.6% | $4,779-86.6% |
| Participant deferral / active EE | $2,133 | $4,315-50.6% | $3,311-35.6% | $5,609-62.0% |
| Admin fee / account holder | $0 | $9,240-100.0% | $5,131-100.0% | $10,828-100.0% |