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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 | $6,322 | $65,367-90.3% | $92,915-93.2% | $72,976-91.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 0.00% | 42.11%-42.1pp | 109.45%-109.4pp | 81.02%-81.0pp |
| Employer contribution / active EE | $1,105 | $2,594-57.4% | $3,653-69.8% | $2,440-54.7% |
| Participant deferral / active EE | $3,538 | $3,128+13.1% | $4,238-16.5% | $3,608-1.9% |
| Admin fee / account holder | $59 | $4,251-98.6% | $5,796-99.0% | $5,124-98.9% |