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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 | $2,552 | $43,730-94.2% | $121,220-97.9% | $64,173-96.0% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.8%+28.2pp | 69.6%+30.4pp |
| Annual return | 0.00% | 68.94%-68.9pp | 16.94%-16.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,600 | $1,297+23.4% | $4,023-60.2% | $2,381-32.8% |
| Participant deferral / active EE | $1,974 | $2,281-13.4% | $3,345-41.0% | $3,470-43.1% |
| Admin fee / account holder | $67 | $3,502-98.1% | $5,021-98.7% | $4,887-98.6% |