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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 | $3,672 | $82,678-95.6% | $125,391-97.1% | $68,490-94.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 1.67% | -5.97%+7.6pp | 572.41%-570.7pp | -7.85%+9.5pp |
| Employer contribution / active EE | $3,945 | $3,382+16.6% | $4,816-18.1% | $2,597+51.9% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $127 | $6,277-98.0% | $10,009-98.7% | $5,403-97.6% |