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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 | $6,658 | $45,152-85.3% | $73,836-91.0% | $59,633-88.8% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 0.00% | 27.40%-27.4pp | 2268.06%-2268.1pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $827 | $1,901-56.5% | $2,787-70.3% | $2,203-62.4% |
| Participant deferral / active EE | $2,340 | $2,573-9.0% | $3,583-34.7% | $3,192-26.7% |
| Admin fee / account holder | $14 | $3,515-99.6% | $4,882-99.7% | $4,297-99.7% |