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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 | $6,942 | $95,193-92.7% | $76,523-90.9% | $135,382-94.9% |
| Participation rate | 81.8% | 74.4%+7.4pp | 68.0%+13.8pp | 82.6%-0.8pp |
| Annual return | 0.00% | 4.85%-4.8pp | -0.27%+0.3pp | 519.77%-519.8pp |
| Employer contribution / active EE | $661 | $3,302-80.0% | $2,647-75.0% | $4,779-86.2% |
| Participant deferral / active EE | $1,166 | $4,639-74.9% | $3,835-69.6% | $5,609-79.2% |
| Admin fee / account holder | $8 | $6,249-99.9% | $4,848-99.8% | $10,829-99.9% |