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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 | $5,992 | $110,410-94.6% | $102,437-94.2% | $145,897-95.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 0.00% | 24.85%-24.9pp | 24.95%-24.9pp | 552.29%-552.3pp |
| Employer contribution / active EE | $2,630 | $4,217-37.6% | $3,871-32.0% | $4,663-43.6% |
| Participant deferral / active EE | $3,966 | $5,622-29.5% | $5,060-21.6% | $6,689-40.7% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |