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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 | $8,753 | $57,352-84.7% | $83,831-89.6% | $64,173-86.4% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.99%-851.0pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,227 | $2,546-12.5% | $3,631-38.7% | $2,381-6.4% |
| Participant deferral / active EE | $3,592 | $2,993+20.0% | $4,082-12.0% | $3,470+3.5% |
| Admin fee / account holder | $53 | $4,046-98.7% | $5,479-99.0% | $4,887-98.9% |