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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 | $13,953 | $72,177-80.7% | $115,038-87.9% | $59,633-76.6% |
| Participation rate | 97.7% | 72.6%+25.2pp | 81.4%+16.4pp | 68.7%+29.1pp |
| Annual return | 0.00% | 12.02%-12.0pp | 26.14%-26.1pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $13,636 | $2,841+379.9% | $4,608+195.9% | $2,203+519.1% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $4,927-100.0% | $8,175-100.0% | $4,297-100.0% |