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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 | $5,424 | $95,915-94.3% | $79,580-93.2% | $134,532-96.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | 0.00% | -2.71%+2.7pp | 0.15%-0.2pp | 418.27%-418.3pp |
| Employer contribution / active EE | $576 | $3,129-81.6% | $2,413-76.1% | $4,741-87.9% |
| Participant deferral / active EE | $4,991 | $4,693+6.3% | $3,985+25.2% | $6,401-22.0% |
| Admin fee / account holder | $3 | $9,132-100.0% | $6,835-100.0% | $11,429-100.0% |