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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 | $7,952 | $95,895-91.7% | $79,576-90.0% | $134,509-94.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | 0.00% | -2.72%+2.7pp | 0.15%-0.1pp | 418.13%-418.1pp |
| Employer contribution / active EE | $5,640 | $3,128+80.3% | $2,413+133.7% | $4,741+19.0% |
| Participant deferral / active EE | $4,446 | $4,693-5.3% | $3,985+11.6% | $6,400-30.5% |
| Admin fee / account holder | $58 | $9,129-99.4% | $6,834-99.2% | $11,427-99.5% |