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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 | $5,885 | $91,037-93.5% | $71,671-91.8% | $147,586-96.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 0.00% | 20.48%-20.5pp | 20.65%-20.6pp | 578.59%-578.6pp |
| Employer contribution / active EE | $4,385 | $3,327+31.8% | $2,460+78.3% | $4,876-10.1% |
| Participant deferral / active EE | $1,500 | $4,498-66.7% | $3,438-56.4% | $5,439-72.4% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,886-100.0% |