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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 | $9,524 | $107,809-91.2% | $90,657-89.5% | $135,380-93.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | 16.26% | -0.90%+17.2pp | 1.89%+14.4pp | 519.81%-503.5pp |
| Employer contribution / active EE | $3,736 | $3,018+23.8% | $2,532+47.6% | $4,779-21.8% |
| Participant deferral / active EE | $0 | $3,872-100.0% | $3,424-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $5,931-100.0% | $4,994-100.0% | $10,828-100.0% |