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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 | $6,697 | $82,674-91.9% | $125,381-94.7% | $68,486-90.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.31%-572.3pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,068 | $3,382-68.4% | $4,815-77.8% | $2,597-58.9% |
| Participant deferral / active EE | $3,229 | $6,111-47.2% | $7,448-56.6% | $4,028-19.8% |
| Admin fee / account holder | $102 | $6,277-98.4% | $10,007-99.0% | $5,404-98.1% |