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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 | $7,400 | $68,398-89.2% | $94,664-92.2% | $75,173-90.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 0.00% | 616.72%-616.7pp | 156.84%-156.8pp | 160.72%-160.7pp |
| Employer contribution / active EE | $1,613 | $2,701-40.3% | $3,673-56.1% | $2,671-39.6% |
| Participant deferral / active EE | $4,757 | $6,537-27.2% | $7,417-35.9% | $4,126+15.3% |
| Admin fee / account holder | $37 | $5,324-99.3% | $7,222-99.5% | $5,651-99.3% |