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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 | $6,521 | $73,848-91.2% | $143,799-95.5% | $68,486-90.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | 0.00% | 0.91%-0.9pp | -0.04%0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $2,347 | $3,184-26.3% | $4,952-52.6% | $2,597-9.6% |
| Participant deferral / active EE | $2,258 | $3,385-33.3% | $5,638-60.0% | $4,028-43.9% |
| Admin fee / account holder | $0 | $5,755-100.0% | $14,677-100.0% | $5,404-100.0% |