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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 | $3,977 | $45,566-91.3% | $64,105-93.8% | $59,633-93.3% |
| Participation rate | 100.0% | 60.2%+39.8pp | 68.2%+31.8pp | 68.7%+31.3pp |
| Annual return | 0.00% | 4.95%-4.9pp | 791.24%-791.2pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $1,489 | $934+59.4% | $1,820-18.2% | $2,203-32.4% |
| Participant deferral / active EE | $2,940 | $2,057+42.9% | $2,822+4.2% | $3,192-7.9% |
| Admin fee / account holder | $21 | $3,268-99.4% | $4,499-99.5% | $4,297-99.5% |