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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 | $14,185 | $83,908-83.1% | $68,509-79.3% | $125,388-88.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -1.68% | 14.48%-16.2pp | 8.27%-10.0pp | 282.24%-283.9pp |
| Employer contribution / active EE | $2,351 | $3,031-22.4% | $2,278+3.2% | $4,866-51.7% |
| Participant deferral / active EE | $8,180 | $4,125+98.3% | $3,382+141.8% | $5,352+52.8% |
| Admin fee / account holder | $0 | $8,982-100.0% | $5,275-100.0% | $9,541-100.0% |