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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 | $1,217 | $73,848-98.4% | $143,799-99.2% | $68,486-98.2% |
| Participation rate | 98.3% | 66.7%+31.6pp | 80.3%+18.0pp | 67.9%+30.4pp |
| Annual return | 0.00% | 0.91%-0.9pp | -0.04%0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $574 | $3,184-82.0% | $4,952-88.4% | $2,597-77.9% |
| Participant deferral / active EE | $1,152 | $3,385-66.0% | $5,638-79.6% | $4,028-71.4% |
| Admin fee / account holder | $3 | $5,755-99.9% | $14,677-100.0% | $5,404-99.9% |