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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 | $3,799 | $105,929-96.4% | $81,716-95.4% | $158,966-97.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 0.00% | 38.19%-38.2pp | 29.49%-29.5pp | 302.95%-302.9pp |
| Employer contribution / active EE | $1,244 | $7,802-84.1% | $4,310-71.1% | $4,762-73.9% |
| Participant deferral / active EE | $2,223 | $13,007-82.9% | $7,108-68.7% | $5,983-62.8% |
| Admin fee / account holder | $0 | $8,492-100.0% | $5,159-100.0% | $11,250-100.0% |