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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 | $20,408 | $89,370-77.2% | $141,197-85.5% | $72,976-72.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 0.00% | 111.88%-111.9pp | 71.41%-71.4pp | 81.02%-81.0pp |
| Employer contribution / active EE | $3,657 | $3,115+17.4% | $4,736-22.8% | $2,440+49.9% |
| Participant deferral / active EE | $8,333 | $5,419+53.8% | $6,710+24.2% | $3,608+131.0% |
| Admin fee / account holder | $82 | $5,957-98.6% | $10,265-99.2% | $5,124-98.4% |