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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 | $13,125 | $158,852-91.7% | $121,220-89.2% | $135,380-90.3% |
| Participation rate | 85.7% | 79.3%+6.4pp | 71.8%+14.0pp | 82.6%+3.1pp |
| Annual return | -2.16% | -0.64%-1.5pp | 16.94%-19.1pp | 519.81%-522.0pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,446 | $4,006-38.9% | $3,345-26.9% | $5,609-56.4% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |