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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 | $3,923 | $82,314-95.2% | $68,808-94.3% | $134,532-97.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | 0.00% | -2.18%+2.2pp | -6.37%+6.4pp | 418.27%-418.3pp |
| Employer contribution / active EE | $2,287 | $3,301-30.7% | $2,656-13.9% | $4,741-51.8% |
| Participant deferral / active EE | $4,970 | $4,740+4.9% | $3,942+26.1% | $6,401-22.4% |
| Admin fee / account holder | $35 | $6,484-99.5% | $4,936-99.3% | $11,429-99.7% |