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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 | $11,858 | $63,861-81.4% | $104,625-88.7% | $79,852-85.2% |
| Participation rate | 100.0% | 64.9%+35.1pp | 74.1%+25.9pp | 69.6%+30.4pp |
| Annual return | 0.00% | 21.30%-21.3pp | 340.60%-340.6pp | 31.72%-31.7pp |
| Employer contribution / active EE | $1,315 | $1,588-17.2% | $2,681-50.9% | $2,471-46.8% |
| Participant deferral / active EE | $2,707 | $2,693+0.5% | $3,738-27.6% | $3,740-27.6% |
| Admin fee / account holder | $5 | $4,185-99.9% | $6,465-99.9% | $5,306-99.9% |