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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 | $9,114 | $89,367-89.8% | $141,191-93.5% | $72,975-87.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 0.00% | 111.87%-111.9pp | 71.41%-71.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $1,211 | $3,115-61.1% | $4,736-74.4% | $2,440-50.4% |
| Participant deferral / active EE | $3,480 | $5,419-35.8% | $6,710-48.1% | $3,608-3.5% |
| Admin fee / account holder | $51 | $5,957-99.1% | $10,264-99.5% | $5,124-99.0% |