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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 | $10,420 | $158,852-93.4% | $121,220-91.4% | $135,380-92.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | 0.81% | -0.64%+1.4pp | 16.94%-16.1pp | 519.81%-519.0pp |
| Employer contribution / active EE | $2,627 | $5,666-53.6% | $4,023-34.7% | $4,779-45.0% |
| Participant deferral / active EE | $2,640 | $4,006-34.1% | $3,345-21.1% | $5,609-52.9% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |