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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 | $5,323 | $47,944-88.9% | $67,834-92.2% | $62,881-91.5% |
| Participation rate | 100.0% | 61.1%+38.9pp | 68.8%+31.2pp | 69.3%+30.7pp |
| Annual return | 0.00% | 11.77%-11.8pp | 138.47%-138.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $2,299 | $1,562+47.1% | $2,403-4.4% | $2,281+0.8% |
| Participant deferral / active EE | $3,253 | $2,247+44.8% | $3,160+2.9% | $3,203+1.6% |
| Admin fee / account holder | $5 | $3,712-99.9% | $4,622-99.9% | $4,296-99.9% |