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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 | $5,984 | $50,082-88.1% | $93,419-93.6% | $79,852-92.5% |
| Participation rate | 100.0% | 60.9%+39.1pp | 66.8%+33.2pp | 69.6%+30.4pp |
| Annual return | 0.00% | 24.59%-24.6pp | 78.05%-78.1pp | 31.72%-31.7pp |
| Employer contribution / active EE | $4,565 | $1,303+250.3% | $2,075+120.0% | $2,471+84.7% |
| Participant deferral / active EE | $1,345 | $2,212-39.2% | $3,126-57.0% | $3,740-64.0% |
| Admin fee / account holder | $2 | $3,454-99.9% | $5,230-100.0% | $5,306-100.0% |