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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 | $5,067 | $117,444-95.7% | $99,479-94.9% | $152,909-96.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 0.00% | 31.87%-31.9pp | 30.72%-30.7pp | 345.46%-345.5pp |
| Employer contribution / active EE | $1,239 | $3,014-58.9% | $2,540-51.2% | $4,764-74.0% |
| Participant deferral / active EE | $5,030 | $4,086+23.1% | $3,619+39.0% | $5,851-14.0% |
| Admin fee / account holder | $0 | $7,635-100.0% | $6,253-100.0% | $11,601-100.0% |