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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 | $49,236-79.6% | $70,455-85.8% | $79,860-87.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 0.00% | 30.07%-30.1pp | 109.06%-109.1pp | 31.72%-31.7pp |
| Employer contribution / active EE | $3,267 | $2,100+55.6% | $2,737+19.4% | $2,471+32.2% |
| Participant deferral / active EE | $4,023 | $2,769+45.3% | $3,709+8.5% | $3,740+7.6% |
| Admin fee / account holder | $0 | $2,877-100.0% | $3,845-100.0% | $5,306-100.0% |