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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 | $22,154 | $131,835-83.2% | $108,582-79.6% | $273,972-91.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 8.00% | -91.57%+99.6pp | -51.70%+59.7pp | 41.46%-33.5pp |
| Employer contribution / active EE | $2,677 | $4,913-45.5% | $3,758-28.8% | $4,869-45.0% |
| Participant deferral / active EE | $2,677 | $5,127-47.8% | $4,311-37.9% | $5,287-49.4% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |