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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 | $6,463 | $82,674-92.2% | $125,363-94.8% | $68,495-90.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.15%-572.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $2,706 | $3,382-20.0% | $4,815-43.8% | $2,596+4.2% |
| Participant deferral / active EE | $3,613 | $6,111-40.9% | $7,447-51.5% | $4,028-10.3% |
| Admin fee / account holder | $3 | $6,276-100.0% | $10,005-100.0% | $5,403-99.9% |