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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 | $8,181 | $90,320-90.9% | $59,496-86.2% | $125,388-93.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 54.6%+45.4pp | 83.2%+16.8pp |
| Annual return | 0.00% | 369.13%-369.1pp | 182.05%-182.0pp | 282.24%-282.2pp |
| Employer contribution / active EE | $2,107 | $1,792+17.6% | $1,153+82.8% | $4,866-56.7% |
| Participant deferral / active EE | $6,535 | $2,716+140.6% | $1,829+257.2% | $5,352+22.1% |
| Admin fee / account holder | $295 | $3,063-90.4% | $2,232-86.8% | $9,541-96.9% |