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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 | $10,965 | $129,960-91.6% | $104,299-89.5% | $134,545-91.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | 1.67% | 42.06%-40.4pp | 24.62%-22.9pp | 418.37%-416.7pp |
| Employer contribution / active EE | $2,218 | $4,186-47.0% | $3,373-34.2% | $4,742-53.2% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $9,324-100.0% | $7,339-100.0% | $11,431-100.0% |