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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 | $4,201 | $85,171-95.1% | $172,753-97.6% | $72,976-94.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 0.00% | 27.32%-27.3pp | 803.00%-803.0pp | 81.02%-81.0pp |
| Employer contribution / active EE | $2,466 | $3,324-25.8% | $5,144-52.1% | $2,440+1.1% |
| Participant deferral / active EE | $1,651 | $3,260-49.3% | $5,198-68.2% | $3,608-54.2% |
| Admin fee / account holder | $23 | $5,880-99.6% | $13,956-99.8% | $5,124-99.6% |