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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 | $4,564 | $95,188-95.2% | $76,518-94.0% | $135,380-96.6% |
| Participation rate | 92.9% | 74.4%+18.5pp | 68.0%+24.9pp | 82.6%+10.2pp |
| Annual return | 0.00% | 4.85%-4.9pp | -0.27%+0.3pp | 519.81%-519.8pp |
| Employer contribution / active EE | $2,384 | $3,303-27.8% | $2,647-9.9% | $4,779-50.1% |
| Participant deferral / active EE | $3,074 | $4,640-33.7% | $3,836-19.9% | $5,609-45.2% |
| Admin fee / account holder | $146 | $6,249-97.7% | $4,849-97.0% | $10,828-98.6% |