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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 | $6,483 | $75,935-91.5% | $60,547-89.3% | $125,389-94.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | 0.00% | -5.38%+5.4pp | 335.64%-335.6pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,364 | $3,438-60.3% | $2,419-43.6% | $4,866-72.0% |
| Participant deferral / active EE | $6,665 | $4,506+47.9% | $3,328+100.3% | $5,352+24.5% |
| Admin fee / account holder | $15 | $6,768-99.8% | $4,536-99.7% | $9,541-99.8% |