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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 | $15,093 | $45,566-66.9% | $64,105-76.5% | $59,633-74.7% |
| Participation rate | 100.0% | 60.2%+39.8pp | 68.2%+31.8pp | 68.7%+31.3pp |
| Annual return | 0.83% | 4.95%-4.1pp | 791.24%-790.4pp | 2041.40%-2040.6pp |
| Employer contribution / active EE | $6,006 | $934+543.0% | $1,820+230.0% | $2,203+172.7% |
| Participant deferral / active EE | $3,154 | $2,057+53.3% | $2,822+11.8% | $3,192-1.2% |
| Admin fee / account holder | $0 | $3,268-100.0% | $4,499-100.0% | $4,297-100.0% |