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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 | $25,395 | $34,827-27.1% | $2,066,441-98.8% | $254,173-90.0% |
| Participation rate | 100.0% | 25.0%+75.0pp | 7.0%+93.0pp | 43.0%+57.0pp |
| Annual return | 2.61% | 8.77%-6.2pp | 10.57%-8.0pp | 259.17%-256.6pp |
| Employer contribution / active EE | $0 | $30,532-100.0% | $18,335-100.0% | $41,471-100.0% |
| Participant deferral / active EE | $0 | $0 | $5-100.0% | $153-100.0% |
| Admin fee / account holder | $28 | $246-88.6% | $8,713-99.7% | $21,502-99.9% |