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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 | $5,416 | $91,179-94.1% | $178,499-97.0% | $79,852-93.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 0.00% | 24.19%-24.2pp | 151.10%-151.1pp | 31.72%-31.7pp |
| Employer contribution / active EE | $2,080 | $3,256-36.1% | $5,011-58.5% | $2,471-15.8% |
| Participant deferral / active EE | $3,411 | $3,236+5.4% | $5,202-34.4% | $3,740-8.8% |
| Admin fee / account holder | $80 | $6,749-98.8% | $13,986-99.4% | $5,306-98.5% |