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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 | $7,506 | $91,559-91.8% | $133,978-94.4% | $79,856-90.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 0.00% | 61.85%-61.9pp | 45.10%-45.1pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,686 | $2,384-29.3% | $3,919-57.0% | $2,471-31.8% |
| Participant deferral / active EE | $5,264 | $3,734+41.0% | $5,047+4.3% | $3,741+40.7% |
| Admin fee / account holder | $29 | $6,321-99.5% | $8,930-99.7% | $5,306-99.5% |