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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 | $10,034 | $49,255-79.6% | $70,494-85.8% | $79,856-87.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 0.00% | 30.10%-30.1pp | 109.16%-109.2pp | 31.71%-31.7pp |
| Employer contribution / active EE | $3,267 | $2,100+55.5% | $2,738+19.3% | $2,471+32.2% |
| Participant deferral / active EE | $4,023 | $2,768+45.3% | $3,711+8.4% | $3,741+7.6% |
| Admin fee / account holder | $0 | $2,879-100.0% | $3,848-100.0% | $5,306-100.0% |