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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 | $5,305 | $48,364-89.0% | $71,796-92.6% | $62,881-91.6% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 0.00% | 13.16%-13.2pp | 78.04%-78.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,749 | $1,042+67.9% | $1,924-9.1% | $2,281-23.3% |
| Participant deferral / active EE | $4,095 | $2,091+95.8% | $2,794+46.5% | $3,203+27.8% |
| Admin fee / account holder | $195 | $3,771-94.8% | $4,815-96.0% | $4,296-95.5% |