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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 | $13,383 | $84,236-84.1% | $170,435-92.1% | $70,126-80.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 0.00% | 23.06%-23.1pp | 205.94%-205.9pp | 73.15%-73.1pp |
| Employer contribution / active EE | $2,682 | $3,387-20.8% | $5,432-50.6% | $2,343+14.5% |
| Participant deferral / active EE | $3,270 | $3,086+6.0% | $4,939-33.8% | $3,332-1.9% |
| Admin fee / account holder | $246 | $5,698-95.7% | $13,881-98.2% | $4,645-94.7% |