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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 | $5,554 | $85,171-93.5% | $172,753-96.8% | $72,976-92.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 0.00% | 27.32%-27.3pp | 803.00%-803.0pp | 81.02%-81.0pp |
| Employer contribution / active EE | $1,469 | $3,324-55.8% | $5,144-71.4% | $2,440-39.8% |
| Participant deferral / active EE | $953 | $3,260-70.8% | $5,198-81.7% | $3,608-73.6% |
| Admin fee / account holder | $116 | $5,880-98.0% | $13,956-99.2% | $5,124-97.7% |