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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 | $5,200 | $52,279-90.1% | $89,414-94.2% | $79,852-93.5% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 0.00% | 22.16%-22.2pp | 245.50%-245.5pp | 31.72%-31.7pp |
| Employer contribution / active EE | $1,345 | $1,572-14.4% | $2,586-48.0% | $2,471-45.6% |
| Participant deferral / active EE | $3,776 | $2,740+37.8% | $3,890-2.9% | $3,740+0.9% |
| Admin fee / account holder | $7 | $3,356-99.8% | $4,883-99.8% | $5,306-99.9% |