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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 | $6,305 | $65,395-90.4% | $182,540-96.5% | $72,975-91.4% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 0.00% | 27.68%-27.7pp | 148.58%-148.6pp | 81.01%-81.0pp |
| Employer contribution / active EE | $3,749 | $1,911+96.2% | $4,076-8.0% | $2,440+53.6% |
| Participant deferral / active EE | $2,533 | $3,563-28.9% | $5,525-54.2% | $3,608-29.8% |
| Admin fee / account holder | $0 | $4,245-100.0% | $8,593-100.0% | $5,124-100.0% |