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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 | $11,484 | $64,359-82.2% | $90,161-87.3% | $70,126-83.6% |
| Participation rate | 78.6% | 70.4%+8.1pp | 76.9%+1.7pp | 69.5%+9.0pp |
| Annual return | 0.00% | 28.13%-28.1pp | 34.89%-34.9pp | 73.15%-73.1pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $7,028 | $4,389+60.1% | $5,287+32.9% | $3,332+110.9% |
| Admin fee / account holder | $65 | $3,945-98.4% | $5,943-98.9% | $4,645-98.6% |