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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 | $5,140 | $57,352-91.0% | $83,831-93.9% | $64,173-92.0% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.99%-851.0pp | 7.63%-7.6pp |
| Employer contribution / active EE | $3,664 | $2,546+43.9% | $3,631+0.9% | $2,381+53.9% |
| Participant deferral / active EE | $1,827 | $2,993-39.0% | $4,082-55.2% | $3,470-47.3% |
| Admin fee / account holder | $27 | $4,046-99.3% | $5,479-99.5% | $4,887-99.4% |