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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 | $5,215 | $35,183-85.2% | $73,550-92.9% | $70,126-92.6% |
| Participation rate | 100.0% | 42.9%+57.1pp | 54.9%+45.1pp | 69.5%+30.5pp |
| Annual return | 0.00% | 26.90%-26.9pp | -15.16%+15.2pp | 73.15%-73.1pp |
| Employer contribution / active EE | $4,147 | $709+485.2% | $1,219+240.2% | $2,343+77.0% |
| Participant deferral / active EE | $716 | $1,220-41.3% | $1,804-60.3% | $3,332-78.5% |
| Admin fee / account holder | $43 | $2,302-98.1% | $2,320-98.2% | $4,645-99.1% |