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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 | $2,406 | $105,623-97.7% | $87,502-97.3% | $273,972-99.1% |
| Participation rate | 86.7% | 78.2%+8.5pp | 73.8%+12.8pp | 83.0%+3.7pp |
| Annual return | 0.00% | 12.26%-12.3pp | 12.21%-12.2pp | 41.46%-41.5pp |
| Employer contribution / active EE | $876 | $3,141-72.1% | $2,550-65.7% | $4,869-82.0% |
| Participant deferral / active EE | $1,337 | $3,601-62.9% | $3,149-57.5% | $5,287-74.7% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,133-100.0% |