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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 | $13,225 | $77,976-83.0% | $81,367-83.7% | $125,389-89.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 82.3%+17.7pp | 83.2%+16.8pp |
| Annual return | -1.42% | -2.85%+1.4pp | -0.92%-0.5pp | 282.24%-283.7pp |
| Employer contribution / active EE | $25,129 | $4,366+475.6% | $3,930+539.5% | $4,866+416.4% |
| Participant deferral / active EE | $0 | $5,646-100.0% | $5,383-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $12,476-100.0% | $8,926-100.0% | $9,541-100.0% |