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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 | $6,339 | $133,998-95.3% | $112,263-94.4% | $134,545-95.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 0.00% | 47.17%-47.2pp | 27.49%-27.5pp | 418.37%-418.4pp |
| Employer contribution / active EE | $2,480 | $4,040-38.6% | $3,636-31.8% | $4,742-47.7% |
| Participant deferral / active EE | $4,502 | $5,292-14.9% | $4,729-4.8% | $6,401-29.7% |
| Admin fee / account holder | $10 | $7,493-99.9% | $6,410-99.8% | $11,431-99.9% |