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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 | $5,982 | $129,974-95.4% | $104,304-94.3% | $134,554-95.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | 0.00% | 42.07%-42.1pp | 24.63%-24.6pp | 418.46%-418.5pp |
| Employer contribution / active EE | $2,447 | $4,187-41.6% | $3,374-27.5% | $4,742-48.4% |
| Participant deferral / active EE | $3,629 | $5,590-35.1% | $4,626-21.6% | $6,401-43.3% |
| Admin fee / account holder | $45 | $9,325-99.5% | $7,340-99.4% | $11,430-99.6% |