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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 | $6,864 | $90,320-92.4% | $59,496-88.5% | $125,389-94.5% |
| 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 | $1,080 | $1,792-39.7% | $1,153-6.3% | $4,866-77.8% |
| Participant deferral / active EE | $5,880 | $2,716+116.5% | $1,829+221.4% | $5,352+9.9% |
| Admin fee / account holder | $24 | $3,063-99.2% | $2,232-98.9% | $9,541-99.8% |