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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 | $1,932 | $54,763-96.5% | $90,324-97.9% | $72,976-97.4% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 0.00% | 30.63%-30.6pp | 78.15%-78.1pp | 81.02%-81.0pp |
| Employer contribution / active EE | $1,231 | $2,093-41.2% | $2,856-56.9% | $2,440-49.6% |
| Participant deferral / active EE | $1,095 | $2,887-62.1% | $3,885-71.8% | $3,608-69.6% |
| Admin fee / account holder | $128 | $3,973-96.8% | $5,356-97.6% | $5,124-97.5% |