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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 | $14,705 | $82,678-82.2% | $125,391-88.3% | $68,490-78.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.41%-572.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $5,876 | $3,382+73.7% | $4,816+22.0% | $2,597+126.3% |
| Participant deferral / active EE | $5,759 | $6,111-5.8% | $7,448-22.7% | $4,028+43.0% |
| Admin fee / account holder | $92 | $6,277-98.5% | $10,009-99.1% | $5,403-98.3% |