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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 | $14,576 | $82,678-82.4% | $125,391-88.4% | $68,490-78.7% |
| 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 | $3,304 | $3,382-2.3% | $4,816-31.4% | $2,597+27.2% |
| Participant deferral / active EE | $7,147 | $6,111+16.9% | $7,448-4.0% | $4,028+77.4% |
| Admin fee / account holder | $9 | $6,277-99.8% | $10,009-99.9% | $5,403-99.8% |