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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 | $12,041 | $82,674-85.4% | $125,381-90.4% | $68,486-82.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.31%-572.3pp | -7.85%+7.9pp |
| Employer contribution / active EE | $2,272 | $3,382-32.8% | $4,815-52.8% | $2,597-12.5% |
| Participant deferral / active EE | $3,496 | $6,111-42.8% | $7,448-53.1% | $4,028-13.2% |
| Admin fee / account holder | $239 | $6,277-96.2% | $10,007-97.6% | $5,404-95.6% |