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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 | $4,105 | $77,449-94.7% | $69,483-94.1% | $152,909-97.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 0.00% | 39.09%-39.1pp | 28.99%-29.0pp | 345.46%-345.5pp |
| Employer contribution / active EE | $2,271 | $3,316-31.5% | $2,780-18.3% | $4,764-52.3% |
| Participant deferral / active EE | $2,743 | $4,415-37.9% | $3,537-22.4% | $5,851-53.1% |
| Admin fee / account holder | $0 | $6,210-100.0% | $3,841-100.0% | $11,601-100.0% |