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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 | $6,138 | $48,364-87.3% | $71,796-91.5% | $62,881-90.2% |
| 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 | $1,507 | $1,042+44.7% | $1,924-21.7% | $2,281-33.9% |
| Participant deferral / active EE | $4,318 | $2,091+106.5% | $2,794+54.5% | $3,203+34.8% |
| Admin fee / account holder | $33 | $3,771-99.1% | $4,815-99.3% | $4,296-99.2% |