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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 | $4,645 | $129,960-96.4% | $104,299-95.5% | $134,545-96.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | 0.00% | 42.06%-42.1pp | 24.62%-24.6pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,637 | $4,186-60.9% | $3,373-51.5% | $4,742-65.5% |
| Participant deferral / active EE | $3,606 | $5,589-35.5% | $4,626-22.1% | $6,401-43.7% |
| Admin fee / account holder | $9 | $9,324-99.9% | $7,339-99.9% | $11,431-99.9% |