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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 | $6,075 | $103,393-94.1% | $87,103-93.0% | $152,909-96.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.46%-345.5pp |
| Employer contribution / active EE | $2,252 | $3,221-30.1% | $2,521-10.7% | $4,764-52.7% |
| Participant deferral / active EE | $3,572 | $4,778-25.3% | $4,049-11.8% | $5,851-39.0% |
| Admin fee / account holder | $49 | $12,195-99.6% | $7,491-99.4% | $11,601-99.6% |