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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 | $6,232 | $82,674-92.5% | $125,381-95.0% | $68,486-90.9% |
| Participation rate | 97.4% | 75.1%+22.4pp | 82.4%+15.1pp | 67.9%+29.5pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.31%-572.3pp | -7.85%+7.9pp |
| Employer contribution / active EE | $2,357 | $3,382-30.3% | $4,815-51.1% | $2,597-9.2% |
| Participant deferral / active EE | $4,960 | $6,111-18.8% | $7,448-33.4% | $4,028+23.1% |
| Admin fee / account holder | $57 | $6,277-99.1% | $10,007-99.4% | $5,404-98.9% |