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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 | $9,165 | $93,346-90.2% | $71,796-87.2% | $273,972-96.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 0.00% | 130.39%-130.4pp | 78.04%-78.0pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,685 | $2,733-38.4% | $1,924-12.5% | $4,869-65.4% |
| Participant deferral / active EE | $7,381 | $3,475+112.4% | $2,794+164.1% | $5,287+39.6% |
| Admin fee / account holder | $63 | $6,571-99.0% | $4,815-98.7% | $10,133-99.4% |