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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 | $17,946 | $85,766-79.1% | $136,298-86.8% | $70,126-74.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 0.00% | 31.46%-31.5pp | 5156.27%-5156.3pp | 73.15%-73.1pp |
| Employer contribution / active EE | $2,399 | $2,966-19.1% | $4,696-48.9% | $2,343+2.4% |
| Participant deferral / active EE | $3,422 | $5,051-32.3% | $6,247-45.2% | $3,332+2.7% |
| Admin fee / account holder | $12 | $5,421-99.8% | $9,244-99.9% | $4,645-99.7% |