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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 | $9,693 | $95,917-89.9% | $79,583-87.8% | $134,545-92.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | 0.00% | -2.70%+2.7pp | 0.16%-0.2pp | 418.37%-418.4pp |
| Employer contribution / active EE | $5,123 | $3,129+63.7% | $2,414+112.2% | $4,742+8.0% |
| Participant deferral / active EE | $7,097 | $4,694+51.2% | $3,986+78.1% | $6,401+10.9% |
| Admin fee / account holder | $15 | $9,132-99.8% | $6,835-99.8% | $11,431-99.9% |