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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 | $4,981 | $98,240-94.9% | $82,312-93.9% | $147,587-96.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 0.00% | 30.85%-30.9pp | 25.88%-25.9pp | 578.60%-578.6pp |
| Employer contribution / active EE | $1,060 | $3,192-66.8% | $2,428-56.4% | $4,876-78.3% |
| Participant deferral / active EE | $3,514 | $4,383-19.8% | $3,706-5.2% | $5,439-35.4% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,886-100.0% |