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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 | $14,605 | $90,590-83.9% | $90,782-83.9% | $135,380-89.2% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | 0.00% | -3.40%+3.4pp | -3.42%+3.4pp | 519.81%-519.8pp |
| Employer contribution / active EE | $2,966 | $4,352-31.9% | $4,105-27.8% | $4,779-37.9% |
| Participant deferral / active EE | $4,483 | $5,407-17.1% | $5,366-16.5% | $5,609-20.1% |
| Admin fee / account holder | $18 | $7,683-99.8% | $5,908-99.7% | $10,828-99.8% |