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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 | $5,838 | $165,351-96.5% | $149,710-96.1% | $158,931-96.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 0.00% | 348.19%-348.2pp | 276.63%-276.6pp | 302.86%-302.9pp |
| Employer contribution / active EE | $1,041 | $5,103-79.6% | $4,645-77.6% | $4,761-78.1% |
| Participant deferral / active EE | $3,984 | $7,181-44.5% | $6,842-41.8% | $5,982-33.4% |
| Admin fee / account holder | $3 | $10,807-100.0% | $9,309-100.0% | $11,247-100.0% |