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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 | $3,612 | $55,453-93.5% | $170,435-97.9% | $62,293-94.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 0.00% | 21.38%-21.4pp | 205.94%-205.9pp | 28.90%-28.9pp |
| Employer contribution / active EE | $1,583 | $2,164-26.8% | $5,432-70.9% | $2,042-22.5% |
| Participant deferral / active EE | $1,949 | $2,303-15.4% | $4,939-60.5% | $3,169-38.5% |
| Admin fee / account holder | $75 | $455-83.6% | $13,881-99.5% | $479-84.4% |